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植耀輝: 美股窄幅上落變化不大 港股續高位整固
阿思達克 02-04 11:41
耀才證券研究部總監植耀輝稱,美股隔晚(3日)變化不大,三大指數均呈窄幅上落,投資者繼續觀望刺激經濟措施之進展,有指總統拜登有意削減刺激方案力度以換取共和黨支持,消息對市場屬利好,不過科技股尾市沽壓稍見增加,最終道指及標普500指數僅上升0.12%及0.1%,納指則下跌,但亦僅跌2點而已。

至於港股昨日走勢反覆,早段受阿里巴巴(09988.HK)及友邦(01299.HK)等重磅藍籌拖累而下跌,惟午後隨著相關股份跌幅收窄,大市跌幅亦不足100點,到尾市阿里巴巴由跌轉升,加上舜宇(02382.HK)等股價亦造好,最終恆指上升58點,收報29,307點,成交金額2,210.4億元。

由於北水繼續流入,在此因素推動下,對港股仍有會相當支持,而且昨日所見,北水依然淨買入包括騰訊(00700.HK)及美團(03690.HK)等強勢股,加上在跌至20天線附近即見反彈,反映市底不俗,故相信恆指29,000點會有不俗支持,後市暫維持29,000至30,000點之間上落。

亦不得不提阿里巴巴表現。阿里巴巴早前公布之季度表現不俗,各項業務均持續見有增長,當中阿里雲收入增幅更達50%,業績表現可算是交足功課。然而昨日股價早段未見受惠之餘,更一度大跌4%,主要是投資者仍關注內地反壟斷對集團影響以及螞蟻集團發展之情況。不過在收市前出現戲劇性發展,有消息指螞蟻集團已與內地監管機構就重組計劃達成協議,其股價在收市前出現異動,收市更由跌轉升,最終收報261元,微升0.4%。然而究竟重組計劃具體內容如何,螞蟻集團是否又會因應監管當局規定而需額外資本,以至業務經營範圍等均仍然存在相當多不確定性,所以雖然預期短線仍會有所反彈,但筆者對其股價看法仍較謹慎,現階段不妨繼續觀察較佳。

(筆者為證監會持牌人,持有騰訊及友邦股份)~

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