郭家耀: 恐慌情緒降溫港股料上試24,000 阿里(09988.HK)遭減持可趁低吸
正榮金融業務部副總裁郭家耀稱,美股周三(25日)繼續向好,美國參議院就二萬億美元刺激經濟方案達成共識,道指一度升幅超過1,300點,曾重上22,000點水平,尾市升幅收窄,納指更倒跌收市。美元高位繼續回落,美國十年期債息回升至0.87厘水平,油價及金價則持續反彈。港股預託證券大致向好,預料大市早段跟隨外圍高開。內地股市延續反彈勢頭,滬綜指收市上漲2.2%,滬深兩市成交額則保持清淡。
受外圍走勢帶動,港股繼續造好,指數重上23,000點水平,成交保持活躍。市場恐慌情緒進一步降溫,有利大市進一步反彈,指數有望上試24,000點水平,下方支持在23,000點附近。
另日本軟銀集團日前宣布出售資產計劃,用作回購和削減債務,但未有透露出售資產的具體詳情。外電報導軟銀計劃出售約140億美元的阿里巴巴(09988.HK)股份,連同出售其他股份,軟銀的目標是籌集410億美元。軟銀現時持有的阿里股份價值超過1,200億美元,屬軟銀未實現價值的最大部分。此外,軟銀亦正考慮出售日本電信子公司SoftBank Mobile的股權,及在Sprint與T-Mobile US合併後減持部分Sprint股權,以籌集剩餘所需資金。受上述消息影響,阿里股價受到頗大沽壓,不過正如去年Altaba減持阿里的經驗,雖然減持消息會對阿里股價有影響,但長遠阿里業務表現仍然強勁,調整屬理想低吸機會。
(筆者為證監會持牌人,沒持有上述股份)~
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