科技股“拆股熱潮”能否“帶飛”納指?
電商巨頭亞馬遜(AMZN.US)在實行1拆20拆股比例後的首個交易日實現上漲，盤中一度漲超5%。據悉，這是該公司20多年來首次進行拆股。與此同時，已宣佈拆股計劃的谷歌(GOOGL.US)、特斯拉(TSLA.US)與Shopify(SHOP.US)同樣在經歷盤中拉昇後最終小幅收漲，這些“拆股概念股”均跑贏科技股基準指數——納斯達克100指數。
截至週一美股收盤，亞馬遜股價漲1.99%，輕鬆跑贏上漲0.4%的納斯達克100指數，科技股近期在市場風險偏好略有升溫後普遍上漲，納斯達克100指數較5月20日階段性低點上漲超6%。
亞馬遜並不是今年唯一一家宣佈股票分拆計劃的大型科技公司。2月初，谷歌母公司Alphabet(GOOGL.US)宣佈了1拆20分拆比例，Alphabet拆股計劃將於下個月落地。電動汽車領導者特斯拉在3月份曾表示，繼2020年“1拆5”之後，該公司將在今年要求投資者們批準爲再次進行拆股而增發新股，Shopify於4月份宣佈1拆10拆股計劃。
“拆股熱潮”能否提振科技股
今年3月首次宣佈拆股計劃時，亞馬遜曾表示，這一決定背後的其中一原因是讓普通投資者“更容易獲得”這隻股票。分析人士普遍認爲，此次拆股可能會提高該股以及其他已宣佈拆股的公司，對於散戶投資者的吸引力。據統計，週一亞馬遜成交量接近1.34億股，高於過去三個月的日均成交量。在實行拆股後，由於標的公司的股價變得便宜了，將吸引更多投資者買入該股(前提是基本面足夠強勁)，增加交易量和流動性。
MKM Partners分析師Rohit Kulkarni在一份報告中寫道:“儘管我們認爲這一事件在很大程度上無關公司基本面實質性轉變，但我們相信，股票分拆和潛在的散戶交易活動可能會成爲扭轉市場情緒的關鍵性催化劑。”
在拆股計劃宣佈後，亞馬遜可能重新獲得散戶投資者青睞
在今年基準利率上升、經濟增速放緩預期和市場通脹預期高企的背景之下，投資者紛紛拋售高估值科技股和其他成長風格美股。納斯達克100指數今年以來跌幅達22.8%，涵蓋更廣泛科技股的納斯達克綜合指數跌幅也達到驚人的22.9%。
儘管近期亞馬遜股價走弱，但華爾街對該公司的股價前景仍然普遍看好。彭博社跟蹤的分析師中，約95%分析師建議“買入”亞馬遜股票，主要因亞馬遜在線上零售和雲計算領域的長期增長前景仍然較樂觀，根據分析師平均目標價，亞馬遜股價上行空間超40%。
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