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植耀辉: 港股6月开局不俗 惟24,000阻力大
阿思达克 06-02 11:53
耀才证券研究部总监植耀辉称,港股在踏入6月份第一个交易日表现不俗,虽然仍然存在众多不确定性,然而在个别弱势股出现反弹,加上腾讯(00700.HK)及港交所(00388.HK)造好,令恒指进一步上试高位。尽管反弹见有大成交支持,只是港股後市变数仍然相当多,单是中美双方局面如何演化已令投资者相当头痛,昨日(1日)便有消息指中国已暂定部分美国农产品之进口,此举可能令中美贸易冲突进一步升温,连带影响投资气氛。所以笔者重申,对後市暂难有较多憧憬,料於24,000点水平会有一定阻力。

美股隔晚继续有好表现,虽然早段有所回落,但很快又再重拾升势,最终道指上升91点或0.36%,收报25,475点,标普500指数上升11点或0.38%,收报3,055点,纳指则收报9,552点,上升62点或0.66%。

股份方面,今日(2日)网易(09999.HK)开始招股活动,作为内地其中一间大型手游营运商,加上是继阿里巴巴(09988.HK)後第二只「回归」之中概股,预期招股反应将不俗。当然,最受惠依然是港交所。始终中概股回归趋势已是不争事实,短期将可支持港交所继续成为全球集资重要地,长远则有助刺激大市成交量。只是近期股价升势实在有点过急,加上285元以上阻力不轻,故建议可待回落至260元附近再作考虑。

(笔者为证监会持牌人,持有阿里巴巴股份)~

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