植耀輝: 北水續旺利港股氣氛 阿里(09988.HK)急升宜先觀望
耀才證券研究部總監植耀輝稱,港股昨日延續近期好表現,進一步逼近30,000點關口,上升320點至29,962點,成交量再一次突破3,000億元。值得留意的是,雖然北水淨流入金額不及週二,但仍達到202.88億元,而且北水交投亦持續暢旺,達到866.77億元,佔大市成交近三成。恆指自年初至今累積升幅已達一成,在環球投資市場表現亦相當不俗,不過14天RSI亦已進一步升至86.3水平,技術上已呈相當超買,所以即使短時間內再出現突破,但預期在前高位30,280點附近阻力開始會增加。當然,由於北水持續流入,港股仍有望維持強勢,故已持貨之投資者,亦可考慮繼續持貨,尤其是北水維持淨買入之騰訊(00700.HK)及港交所(00388.HK)等。
亦一定要談談阿里巴巴(09988.HK)。其股價昨日一洗頹風,一度急升一成,最終收市亦升8.5%至265元。股價急升主要是受創始人馬雲在時隔逾兩個月後首次公開露面有關。的確,自螞蟻集團上市觸礁後,有關阿里及馬雲之傳聞多不勝數,亦令阿里股價停滯不前兼跑輸其他新經濟股,故突然出現利好消息,股價急升亦屬正常現象,只是有關因素對阿里現時業務上所面對之挑戰幫助不大,特別是螞蟻集團未來發展仍是投資者最關注之情況,所以昨日急升後暫不宜高追矣。
(筆者為證監會持牌人,持有騰訊、港交所及阿里巴巴股份)~
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