植耀輝: 美股個別發展 阿里巴巴「迅犀」成焦點
耀才證券研究部總監植耀輝稱,美股隔晚(16日)走勢呈個別發展,道指上升36點或0.1%,收報28,032點,不過受科技股下跌拖累,標普500指數及納指則分別下跌0.5%及1.3%,收報3,385點及11,050點。早前大幅反彈之股份如Tesla(TSLA.US)見回調,下跌1.78%。值得一提的是,受股神巴菲特青睞之雲服務公司Snowflake(SNOW.US)首日掛牌,全日計收報253.93美元,較上市價120美元大升1.1倍,最高更曾升至319美元。
另外,聯儲局議息後宣布維持利率不變,普遍官員預期低息水平在2023年將維持不變。此外,聯儲局對美國經濟之看法亦有所調整,預期今年經濟收縮3.7%,較6月時預測之6.5%有所上調,惟明年增速則下調至4%,並預期逐步降至2023年之2.5%。
港股昨日缺乏方向,全日波幅不足200點,最終亦微跌7點,收報24,725點,大市成交1,029.91億元。大市跌幅不大,主要是科技股表現較佳,當中單是阿里巴巴(09988.HK)、騰訊(00700.HK)及小米(01810.HK)三者便貢獻恆指66點。不過預期大市短期走勢仍會較反覆,特別是美國科技股仍會相當波動,恆指亦續於100天線亦即24,700點附近上落。
股份方面,上文提到之阿里巴巴昨日上升2%,收報273元。筆者相信,阿里短期仍有機會跑贏大市,其一是有消息指螞蟻集團計劃最早下周尋求批淮在港上市,並於下月底上市,其次是集團正式向外宣布有關「迅犀」之消息。
據最新披露之信息,「迅犀」平台由三大部分組成,主要為中小企業提供端到端的全鏈路數字化解決方案,發展初期確定以服裝業為起點,希望借助各類嶄新技術,包括實時資源分配、流程及成本規劃、內部自動化物流方案及犀牛智造的智能製造操作系統等,以合理成本及更短交付時間來生產出小批量訂單,將生產效率從25%提升至平均55%。當然「迅犀」之影響料屬中長期,不過預期類似「迅犀」平台之發展將陸續有來,相信仍能為股價帶來支持,繼續以300元作中期目標價不變。
(筆者為證監會持牌人,持有阿里股份)~
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