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植耀輝:阿里(09988.HK)業績有驚喜 恆指有望高開
耀才證券研究部總監植耀輝稱,受AI概股念急跌拖累,美股三大指數上週五(8月29日)全線下跌,當中納指跌幅便達到1.2%。雖然表現欠佳,不過總結8月表現,標普500指數仍連續第四個月上升,前景則要留意未來經濟數據,當中本週五(5日)公布之就業數據便相當關鍵,畢竟表現會對聯儲局本月議息結果有較大影響。 至於A股上週繼續有好表現,當中上綜指升0.84%,深成指升幅更達到4.36%,兩者均連升4星期,以月度計亦是連升第四個月。值得一提的是,A股8月累升幅度相當驚人,當中深成指累升達到15.32%,上綜指亦累升近8%。部分個股升幅亦十分驚人,寒武紀(688256.SH)單月升幅便達到1.1倍,市值亦暴升至6,243億元人民幣。 港股上週表現則一般,恆指一週累跌261點或1%,不過科指則升0.47%;單計8月的話則恆指累升1.23%,科指升幅則達到4.1%。港股及A股已連升四個月,年內累積表現亦相當突出,當中上綜指及深成指升幅分別已達到15%及22%,恆指及科指升幅更達到25%及27%。由於上週五阿里-W(09988.HK)業績表現有驚喜,刺激夜期升至25,300點水平,港股今日(1日)亦有望高開,惟其他板塊表現一般,比亞迪(01211.HK)業績遜預期,內銀股業績亦缺乏亮麗,恆指暫亦較難有所突破,預期25,500點附近將有較大阻力。 (筆者為證監會持牌人,並未持有相關股份)~
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