植耀辉: 纳指首破9,000点关口 阿里(09988.HK)仍可跑赢大市
耀才证券研究部总监植耀辉称,美股在圣诞假期後依然保持强势,隔晚(26日)纳指更历史上首次升破9,000点大关。最终道指上升105点或0.37%,收报28,621点,标普500指数及纳指则分别上升0.51%及0.78%,收报3,239点及9,022点。
港股在假期前夕交投偏淡,由於周二(24日)只得半日市,恒指波幅亦不足140点。由於节日气氛依然浓厚,相信大市短期内仍会维持窄幅争持格局。
虽然市况变化不大,但个别新经济股份表现不俗,当中阿里巴巴(09988.HK)便再创收市新高。由於阿里业务本身稳定性仍高,加上现价估值亦属合理,同时兼具新零售及内需概念,故未来发展依然可看高一线。只是今年内阿里巴巴股价累升已达58%(以美国上市之ADS计算),表现可谓相当出色。以中长线而言仍具憧憬,故可待200元以下分阶段吸纳并作中长线持有。
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