耀才團隊: 阿里(09988.HK)上市 料後市表現良好
耀才證券研究部團隊稱,隔晚(25日)美股三大指數均創收市新高,並接近全日高位收市。目前市場普遍仍相信中美可以達成首階段協議,珠寶商Tiffany獲最球最大奢侈品法國集團LVMH提出收購,企業併購消息亦利好市場氣氛。港股ADR個別發展,預料恆指於短期內仍將會在27000點水平拉鋸。今日(26日)市場焦點將在今年全球最大規模IPO的阿里巴巴(09988.HK)在港上市,近來美國科網股表現強勢,中概股走勢大致靠穩,阿里巴巴(BABA)隔晚收報190.45美元,以一股ADS相對八股普通股計,合理價值約186港元水平左近,加上預料不少大型機構投資者對此股份深感興趣,預料上市後該有不俗的成交表現。
從技術上看,恆指昨日於27,000點關口得而復失,但目前指數仍處於8月15日低位24,899點開始反彈而成立的一道上升通道之內。如前文所述,只要恆指能於後市穩守通道底部之上(暫在26,100點水平左近),投資者目前仍不宜過分悲觀。短線較關鍵的阻力位相信會在250天線(即27,450點水平)。
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