You are browsing the Hong Kong website, Regulated by Hong Kong SFC (CE number: BJA907). Investment is risky and you must be cautious when entering the market.
植耀辉:市场变数仍多候反弹逢高减磅
阿思达克 06-03 10:57

耀才证券研究部总监植耀辉称,笔者过去两周休假,并趁此与家人去了一个自小已梦寐以求想去的国家—埃及。原先想跟大家分享一下今次游历的一些感受,但与之相比,中美之间的角力更值得探究,故留待日後再跟各位谈谈埃及这一古国。过去两周金融市场消息相当混乱且复杂,贸易战继续升温,而且亦已由中美蔓延至个别新兴国家如墨西哥及印度;另一方面,华为持续受美方打压,本地有华为用户更新程式後「死机」,但更重要的是究竟华为有何板斧去应对可能是自成立以来最大的发展危机。虽然笔者本身颇欣赏华为(试问有多少内地品牌能成功得到国际认可),然而当前挑战实在严峻,华为未来发展的存在相当多不确定性,所以亦需理性一点,就是相关板块暂不宜沾手。

另一方面,面对如斯局面,环球股市特别是港股自然成为国际投资者抛售对象。回顾五月港股表现,恒指及国指分别累跌达9.4%及10%,表现差绝亚太地区,贸易战敏感股如舜宇(02382.HK)及万洲(00288.HK)跌幅更分别达到三成及两成四。随着内地6月1日起向美国还击,向600亿美元徵收关税,且看美方又会否再出招。不过,如此多变的政治市,现阶段进场犹如跟澳门「赌大细」一样;加上美国针对华为明显是要打压中方科研发展,状况非一时三刻可以解决,最不明朗还是对环球经济打击的潜在冲击,所以反弹减磅似乎是现时唯一可考虑之部署。

Follow us
Find us on Facebook, Twitter , Instagram, and YouTube or frequent updates on all things investing.Have a financial topic you would like to discuss? Head over to the uSMART Community to share your thoughts and insights about the market! Click the picture below to download and explore uSMART app!
Disclaimers
uSmart Securities Limited (“uSmart”) is based on its internal research and public third party information in preparation of this article. Although uSmart uses its best endeavours to ensure the content of this article is accurate, uSmart does not guarantee the accuracy, timeliness or completeness of the information of this article and is not responsible for any views/opinions/comments in this article. Opinions, forecasts and estimations reflect uSmart’s assessment as of the date of this article and are subject to change. uSmart has no obligation to notify you or anyone of any such changes. You must make independent analysis and judgment on any matters involved in this article. uSmart and any directors, officers, employees or agents of uSmart will not be liable for any loss or damage suffered by any person in reliance on any representation or omission in the content of this article. The content of the article is for reference only and does not constitute any offer, solicitation, recommendation, opinion or guarantee of any securities, virtual assets, financial products or instruments. Regulatory authorities may restrict the trading of virtual asset-related ETFs to only investors who meet specified requirements. Any calculations or images in the article are for illustrative purposes only.
Investment involves risks and the value and income from securities may rise or fall. Past performance is not indicative of future performance. Please carefully consider your personal risk tolerance, and consult independent professional advice if necessary.
uSMART
Wealth Growth Made Easy
Open Account