植耀辉: 美股反覆纳指续强 今日焦点京东(09618.HK)挂牌
耀才证券研究部总监植耀辉称,隔晚(17日)美股走势持续见反覆,投资者继续关注疫情对经济复苏之影响。不过纳指走势仍理想,科技股续创新高。最终道指收报26,119点,下跌170点或0.7%;标普500指数亦下跌11点或0.4%,收报3,113点。纳指则上升14点或0.2%,收报9,910点。
港股方面,昨日大部分时间呈拉锯格局,不过在收市前受买盘支持下,恒指走势有所转强,收市升至近24,500点水平。虽然恒指表现似不俗,市底亦颇「硬净」,惟始终市场上仍存在众多不明朗因素,特别是疫情状况仍受投资者关注,相信港股仍难出现突破。预期大市将继续於24,000点附近水平上落。
焦点则肯定是今日在港作第二上市之京东(09618.HK)。隔晚京东美国ADS收市价为62.01美元,以此计今日京东将有约7%升幅。由於今日同时亦是「618购物节」,相信气氛有利其股价短期表现,不过以投资价值而言,笔者仍为阿里巴巴(09988.HK)表现仍较理想。论营业增速京东及阿里过去三年皆有不俗表现,但论盈利能力方面,去年阿里巴巴毛利率约46%,相比之下京东则只有14.8%。经营溢利方面,阿里持续有不俗盈利表现,相比之下京东则较飘忽,去年始能亏转盈。所以京东暂只建议短炒为较佳。
(笔者为证监会持牌人,持有阿里巴巴股份)~
Follow us
Find us on
Facebook,
Twitter ,
Instagram, and
YouTube or frequent updates on all things investing.Have a financial topic you would like to discuss? Head over to the
uSMART Community to share your thoughts and insights about the market! Click the picture below to download and explore uSMART app!

Disclaimers
uSmart Securities Limited (“uSmart”) is based on its internal research and public third party information in preparation of this article. Although uSmart uses its best endeavours to ensure the content of this article is accurate, uSmart does not guarantee the accuracy, timeliness or completeness of the information of this article and is not responsible for any views/opinions/comments in this article. Opinions, forecasts and estimations reflect uSmart’s assessment as of the date of this article and are subject to change. uSmart has no obligation to notify you or anyone of any such changes. You must make independent analysis and judgment on any matters involved in this article. uSmart and any directors, officers, employees or agents of uSmart will not be liable for any loss or damage suffered by any person in reliance on any representation or omission in the content of this article. The content of the article is for reference only and does not constitute any offer, solicitation, recommendation, opinion or guarantee of any securities, virtual assets, financial products or instruments. Regulatory authorities may restrict the trading of virtual asset-related ETFs to only investors who meet specified requirements. Any calculations or images in the article are for illustrative purposes only.
Investment involves risks and the value and income from securities may rise or fall. Past performance is not indicative of future performance. Please carefully consider your personal risk tolerance, and consult independent professional advice if necessary.