植耀辉: 美股个别发展 阿里巴巴「迅犀」成焦点
耀才证券研究部总监植耀辉称,美股隔晚(16日)走势呈个别发展,道指上升36点或0.1%,收报28,032点,不过受科技股下跌拖累,标普500指数及纳指则分别下跌0.5%及1.3%,收报3,385点及11,050点。早前大幅反弹之股份如Tesla(TSLA.US)见回调,下跌1.78%。值得一提的是,受股神巴菲特青睐之云服务公司Snowflake(SNOW.US)首日挂牌,全日计收报253.93美元,较上市价120美元大升1.1倍,最高更曾升至319美元。
另外,联储局议息後宣布维持利率不变,普遍官员预期低息水平在2023年将维持不变。此外,联储局对美国经济之看法亦有所调整,预期今年经济收缩3.7%,较6月时预测之6.5%有所上调,惟明年增速则下调至4%,并预期逐步降至2023年之2.5%。
港股昨日缺乏方向,全日波幅不足200点,最终亦微跌7点,收报24,725点,大市成交1,029.91亿元。大市跌幅不大,主要是科技股表现较佳,当中单是阿里巴巴(09988.HK)、腾讯(00700.HK)及小米(01810.HK)三者便贡献恒指66点。不过预期大市短期走势仍会较反覆,特别是美国科技股仍会相当波动,恒指亦续於100天线亦即24,700点附近上落。
股份方面,上文提到之阿里巴巴昨日上升2%,收报273元。笔者相信,阿里短期仍有机会跑赢大市,其一是有消息指蚂蚁集团计划最早下周寻求批淮在港上市,并於下月底上市,其次是集团正式向外宣布有关「迅犀」之消息。
据最新披露之信息,「迅犀」平台由三大部分组成,主要为中小企业提供端到端的全链路数字化解决方案,发展初期确定以服装业为起点,希望借助各类崭新技术,包括实时资源分配、流程及成本规划、内部自动化物流方案及犀牛智造的智能制造操作系统等,以合理成本及更短交付时间来生产出小批量订单,将生产效率从25%提升至平均55%。当然「迅犀」之影响料属中长期,不过预期类似「迅犀」平台之发展将陆续有来,相信仍能为股价带来支持,继续以300元作中期目标价不变。
(笔者为证监会持牌人,持有阿里股份)~
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