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植耀輝: 美股三大指數再創新高 今日焦點阿里(09988.HK)登場
阿思達克 11-26 12:13

耀才證券研究部總監植耀輝稱,美股隔晚(25日)受併購消息以及繼續憧憬中美貿易消息而造好,三大指數再創歷史新高,當中道指收報28,066點,上升190點或0.68%,標普500指數及納指則分別上升0.75%及1.32%,收報3,133點及8,632點。

港股昨日急升近400點,最多曾一度升至27,114點水平。上升原因不外乎是與本地局勢進一步紓緩,以及中美貿易談判又再有樂觀憧憬有關。不過,貿易戰能否達成初步協議,現時仍只聞數梯響,至於本地形勢依然充滿變數,何況27,000點附近阻力不輕,筆者對後市能否再作突破有所保留,預期大市將繼續於26,300至27,200點上落。

今日焦點必然是阿里巴巴(09988.HK)上市,隔晚美股表現理想,而阿里巴巴收報190.45美元,以一股ADS相當於8股普通股計算,其合理價值相當於185.69港元,較招股價176元高出近5.5%,加上預期會有不少亞太地區基金吸納,相信亦有助其今日股價行情。

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