植耀辉: 美股窄幅上落变化不大 港股续高位整固
耀才证券研究部总监植耀辉称,美股隔晚(3日)变化不大,三大指数均呈窄幅上落,投资者继续观望刺激经济措施之进展,有指总统拜登有意削减刺激方案力度以换取共和党支持,消息对市场属利好,不过科技股尾市沽压稍见增加,最终道指及标普500指数仅上升0.12%及0.1%,纳指则下跌,但亦仅跌2点而已。
至於港股昨日走势反覆,早段受阿里巴巴(09988.HK)及友邦(01299.HK)等重磅蓝筹拖累而下跌,惟午後随着相关股份跌幅收窄,大市跌幅亦不足100点,到尾市阿里巴巴由跌转升,加上舜宇(02382.HK)等股价亦造好,最终恒指上升58点,收报29,307点,成交金额2,210.4亿元。
由於北水继续流入,在此因素推动下,对港股仍有会相当支持,而且昨日所见,北水依然净买入包括腾讯(00700.HK)及美团(03690.HK)等强势股,加上在跌至20天线附近即见反弹,反映市底不俗,故相信恒指29,000点会有不俗支持,後市暂维持29,000至30,000点之间上落。
亦不得不提阿里巴巴表现。阿里巴巴早前公布之季度表现不俗,各项业务均持续见有增长,当中阿里云收入增幅更达50%,业绩表现可算是交足功课。然而昨日股价早段未见受惠之余,更一度大跌4%,主要是投资者仍关注内地反垄断对集团影响以及蚂蚁集团发展之情况。不过在收市前出现戏剧性发展,有消息指蚂蚁集团已与内地监管机构就重组计划达成协议,其股价在收市前出现异动,收市更由跌转升,最终收报261元,微升0.4%。然而究竟重组计划具体内容如何,蚂蚁集团是否又会因应监管当局规定而需额外资本,以至业务经营范围等均仍然存在相当多不确定性,所以虽然预期短线仍会有所反弹,但笔者对其股价看法仍较谨慎,现阶段不妨继续观察较佳。
(笔者为证监会持牌人,持有腾讯及友邦股份)~
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