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植耀辉: 北水续旺利港股气氛 阿里(09988.HK)急升宜先观望
阿思达克 01-21 11:10
耀才证券研究部总监植耀辉称,港股昨日延续近期好表现,进一步逼近30,000点关口,上升320点至29,962点,成交量再一次突破3,000亿元。值得留意的是,虽然北水净流入金额不及周二,但仍达到202.88亿元,而且北水交投亦持续畅旺,达到866.77亿元,占大市成交近三成。恒指自年初至今累积升幅已达一成,在环球投资市场表现亦相当不俗,不过14天RSI亦已进一步升至86.3水平,技术上已呈相当超买,所以即使短时间内再出现突破,但预期在前高位30,280点附近阻力开始会增加。当然,由於北水持续流入,港股仍有望维持强势,故已持货之投资者,亦可考虑继续持货,尤其是北水维持净买入之腾讯(00700.HK)及港交所(00388.HK)等。

亦一定要谈谈阿里巴巴(09988.HK)。其股价昨日一洗颓风,一度急升一成,最终收市亦升8.5%至265元。股价急升主要是受创始人马云在时隔逾两个月後首次公开露面有关。的确,自蚂蚁集团上市触礁後,有关阿里及马云之传闻多不胜数,亦令阿里股价停滞不前兼跑输其他新经济股,故突然出现利好消息,股价急升亦属正常现象,只是有关因素对阿里现时业务上所面对之挑战帮助不大,特别是蚂蚁集团未来发展仍是投资者最关注之情况,所以昨日急升後暂不宜高追矣。

(笔者为证监会持牌人,持有腾讯、港交所及阿里巴巴股份)~

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