耀才团队: 阿里(09988.HK)业绩优於预期 蚂蚁业务存不确定性
耀才证券研究部团队称,隔晚(2日)美股三大指数全线升逾1%,美国民主党国会议员启动程序,把法案通过门槛降至51张同意票,盼能绕过共和党来通过1.9万亿美元的纾困法案,争取快速过关;加上业绩股表现亮丽,亚马逊(AMZN.US)上季收入及盈利均优於预期,数据指出标普500指数中已公布业绩的公司中有81%优於预期,均有利大市气氛。港股ADR变动不大,阿里(09988.HK)上季非公认会计准则净利润按年增长27%至592.07亿元人民币,市场预计中位数为555.95亿元人民币,集团表示蚂蚁业务前景和上市计划仍存重大不确定性,ADS隔晚跌3%;同时市场关注本周多只新股上市後表现,将为後市气氛带来指引。
恒指20天线失而复得,RSI维持於50以上未算过於利淡,但目前市况较为震荡,20天线不宜再度跌穿,若能守住将有条件於保力加通道上轴作上落格局。
(笔者为证监会持牌人)~
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