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葉尚志:阿里或最快9月納入港股通伺機吸納|即時新聞|產經 @ 2024-08-12T Back Hot News
Keyword:阿里
Concept:
【摩通推介】阿里巴巴下周放榜
港股連升3日,恆指上周五高開後,最多升360點,高見17252點,午後升勢持續,收市升198點,報17090點。恆指全周累升144點,扭轉過去3周頹勢。港股收復萬7關後有力再沖?另一方面,本港重磅科網股 (00700)、阿里巴巴 (09988)等本周陸續放榜,績前怎部署?哪只股份業績較值博?獨立股評人唐牛今早9時於《開市追楂沽》為你評市論股。
科技股個別發展,美團(3690)領跌,挫2.26%。本周放榜的騰訊(700)及阿里巴巴(9988)分別升1.24%及0.58%;同於周內派成績表的京東集團(9618)則跌0.5%。嗶哩嗶哩(9626)一度跌9%,半日跌7.58%。
今周科網股密集放榜,包括騰訊(700)、京東(9618)和阿里巴巴(9988)等,其中以騰訊「打頭陣」於周三公布第二季業績。綜合證券商預測,騰訊第二季經調整盈利料按年增29.6%至486.7億元(人民幣,下同),期內收入按年增7.6%至1613.5億元。多間大行均看好騰訊游戲業務增長,以及關注微信功能「視頻號」變現能力、廣告業務增長等議題。
將於本周放榜的騰訊控股及阿里巴巴向上,小米集團手機在日本的出貨量打入三甲,股價靠穩,美團跌2%。
本周放榜的藍籌科網股漲跌不一,阿里巴巴(9988)揚0.8%,收報78.45元;騰訊(700)漲1.4%,收報375 元;京東(9618)跌0.1%,收報100.1 元;同系的京東健康(6618)跌2.5%,收報21.05 元;聯想(992)則向上2.6%,收報10.28 元。

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