郭思治:大市明顯反彈並稍擺脫欲試底之弱態
香港股票分析師協會副主席郭思治稱,阿里-SW(09988.HK)宣布24年來最重要的組織變改,集團將旗下業務分成六大業務集團,且全部可獨立上市,重組後包括阿里雲智能,淘寶,天貓商業,本地生活,國際數字商業,菜島及大文娛等六大業務集團,此六大集團均擁有獨立經營策略,能夠根據市場之變化作出適合自身的判斷和選擇,同時,此六大集團亦具有獨立融資和上市之可能性,至於阿里,未來將成為一控股公司。
受相關重組公布所刺激,阿里股價昨天(29日)大幅急升,並曾一度高見98元,惟由於單日升幅較明顯,故高台略見消化,從技術上看,股價如能成功升越50天線(96.18元),形態上該有利進一步上試100元大關,當然,首要之條件是必需穩企於250天線(91.72元)之上,此點相當重要,另外,成交金額能否保持暢旺亦至為關鍵。
再看大市,受阿里巴巴大幅急升所刺激,大市昨(29日)明顯反彈,恆指早市先大幅高開597點至20,348點,其後再進一步升至20,437點方漸受規限,由於高台買盤漸呈保守,加上伺高回吐之沽壓亦漸增,故整個大市卒漸趨反覆,而恆指亦逐步回吐至20,107點方漸見喘定,恆指最後報收20,192點,較上日升407點,全日總成交金額為1,464億元。
(筆者為證監會持牌人)~
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