晶片股手机股普遍随外围同业造好ASM(00522.HK)绩前涨半成
白宫透露总统特朗普会晤七大科技高管并同意他们就向华为销售作出及时授权决定要求。另据报美国贸易代表下周将赴华面对面商讨经贸问题,中国将会增购美国大豆兼豁免其报复性关税。美国蓝筹科技股昨晚全面造好,尤其是英特尔及获大摩升价至247美元的苹果涨逾2%分别报51.35美元及207.22美元,获券商升级的美光更急涨近3.7%,带动费城半导体指数回升2%,纳指回升0.7%跑赢蓝筹指数。亚太区股市今早也造好,日经回升0.9%,台股三连涨。受困於本港政治争拗越演越烈港股继昨天急吐1.4%後,恒指今早反覆回升98点或0.3%,报28,470。
本港手机及晶片股今早普遍随外围同业造好,蓝筹手机股瑞声(02018.HK)及舜宇(02382.HK)分别高见44.25元及90.8元,现造44.25元及90.45元,回升2.7%及3.1%。
今天放榜的ASM太平洋(00522.HK)遭瑞信及野村分别降目标价至93元及100元,该股今早曾升至逾两个半高位,最高见89.8元,现造89.55元,回升4.9%。
中芯(00981.HK)及丘钛科技(01478.HK)高见8.82元及8元,现造8.79元及7.82元,续升3.3%及2.9%,前者股价重越50天线(8.6元),後者股价创两个半月高。华虹半导体(01347.HK)升2.6%报15.14元,逼近50天线(15.28元)。
中兴(00763.HK)回升2.2%报22.85元,挑战20天、10天及100天线(22.7-22.85元)阻力。小米(01810.HK)高见9.16元,现造9.11元,弹1.8%。京信通信(02342.HK)回升1.7%报1.78元。
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