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郭家耀: 春节前夕港股料拉锯 蚂蚁落实整改利好阿里(09988.HK)
阿思达克 02-08 10:03
正荣金融业务部副总裁郭家耀称,美股上周五(5日)继续向上,美国1月非农业新增职位低於预期,未有影响大市升势,三大指数均录得升幅收市,标普500指数及纳指再创历史新高。美元走势偏软,金价及油价表现向好,美国十年期债息上升至1.16厘水平。港股预托证券普遍向上,预料大市早段跟随外围高开。内地股市持续软,沪综指上周五收市下跌0.1%,失守3,500点水平,沪深两市成交额有所减少。

港股表现转强,指数重上十天线水平,一度逼近29,500点附近,其後升势放缓,大市成交保持活跃。外围走势靠稳,但内地股市在春节假期前偏软,加上港股通即将暂停一段时间,预料市况未有太大突破,指数将於28,800至29,800点水平徘徊。

另媒体报道指阿里(09988.HK)旗下蚂蚁集团制定的整改方案,已与监管机构达成共识,重组计划可能在春节假期前正式对外发布,蚂蚁将变成金融控股公司,把蚂蚁所有业务纳入金融控股公司,包括在区块链、餐饮外卖等领域提供的技术,接受监管并满足相应的资本要求。若蚂蚁落实整改,有助回复市场对阿里信心。市场预料内地监管机构将推出一系列详细的监管准则及资本要求,蚂蚁的扩张步伐或被迫放慢,重启上市将是长路漫漫,但仍算是踏出重要第一步。受监管消息影响,阿里股价大幅落後同业,整改落实消息消除不明朗因素,有助提振市场对公司前景展望,股价有望展现反弹。

(笔者为证监会持牌人,没持有上述股份)~

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