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耀才團隊: 美國擬對中資數字支付平台再推限制
阿思達克 10-08 10:58
耀才研究部稱,隔晚(7日)美股高開高走,美國總統特朗普早前叫停國會過萬億財政刺激方案,但其後又呼籲國會應迅速通過250億美元的新一輪紓困方案,為航空公司和中小企業提供更多援助,市場重拾對救市措施的憧憬,道指最多抽升596點,收市仍升530點或1.91%,表現較標普及納指更強。今早傳出美國正在探討對阿里(09988.HK)旗下螞蟻集團以及騰訊(00700.HK)實施限制,因擔心其數字支付平台威脅到美國國家安全,目前螞蟻集團正積極推進中港IPO,將為市場添上一層不確定性,阿里股價近日逼近歷史高位,留意股價會否因消息借勢回吐造成雙頂形態;另外平安(02318.HK)旗下陸金所提交申請,計劃在美國上市,擬集資20億至30億美元。

目前恆指20天線降至24,000點心理關口,恆指能否於短期後市站穩此水平將是關鍵。此阻力與一道短期下降軌水平相近,此下降軌乃由8月31日高位25,847點伸延下來,只要恆指能突破此關,將有利指數作進一步的技術反彈,或有望反彈跌浪的一半或0.618,即上試24,500點或24,800點。

(筆者為證監會持牌人)~

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