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耀才團隊: 阿里(09988.HK)業績優於預期 螞蟻業務存不確定性
阿思達克 02-03 11:22
耀才證券研究部團隊稱,隔晚(2日)美股三大指數全線升逾1%,美國民主黨國會議員啟動程序,把法案通過門檻降至51張同意票,盼能繞過共和黨來通過1.9萬億美元的紓困法案,爭取快速過關;加上業績股表現亮麗,亞馬遜(AMZN.US)上季收入及盈利均優於預期,數據指出標普500指數中已公布業績的公司中有81%優於預期,均有利大市氣氛。港股ADR變動不大,阿里(09988.HK)上季非公認會計準則淨利潤按年增長27%至592.07億元人民幣,市場預計中位數為555.95億元人民幣,集團表示螞蟻業務前景和上市計劃仍存重大不確定性,ADS隔晚跌3%;同時市場關注本周多隻新股上市後表現,將為後市氣氛帶來指引。

恆指20天線失而復得,RSI維持於50以上未算過於利淡,但目前市況較為震盪,20天線不宜再度跌穿,若能守住將有條件於保力加通道上軸作上落格局。

(筆者為證監會持牌人)~

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