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植耀輝: 港股6月開局不俗 惟24,000阻力大
阿思達克 06-02 11:53
耀才證券研究部總監植耀輝稱,港股在踏入6月份第一個交易日表現不俗,雖然仍然存在眾多不確定性,然而在個別弱勢股出現反彈,加上騰訊(00700.HK)及港交所(00388.HK)造好,令恆指進一步上試高位。儘管反彈見有大成交支持,只是港股後市變數仍然相當多,單是中美雙方局面如何演化已令投資者相當頭痛,昨日(1日)便有消息指中國已暫定部分美國農產品之進口,此舉可能令中美貿易衝突進一步升溫,連帶影響投資氣氛。所以筆者重申,對後市暫難有較多憧憬,料於24,000點水平會有一定阻力。

美股隔晚繼續有好表現,雖然早段有所回落,但很快又再重拾升勢,最終道指上升91點或0.36%,收報25,475點,標普500指數上升11點或0.38%,收報3,055點,納指則收報9,552點,上升62點或0.66%。

股份方面,今日(2日)網易(09999.HK)開始招股活動,作為內地其中一間大型手遊營運商,加上是繼阿里巴巴(09988.HK)後第二隻「回歸」之中概股,預期招股反應將不俗。當然,最受惠依然是港交所。始終中概股回歸趨勢已是不爭事實,短期將可支持港交所繼續成為全球集資重要地,長遠則有助刺激大市成交量。只是近期股價升勢實在有點過急,加上285元以上阻力不輕,故建議可待回落至260元附近再作考慮。

(筆者為證監會持牌人,持有阿里巴巴股份)~

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