植耀輝: 貿戰露曙光美股續彈 手機設備股不宜高追
耀才證券研究部總監植耀輝稱,美股隔晚(5日)受ADP數據勝預期,以及中美貿易談判有望10月於美國重啟消息支持而顯著上揚,道指急升372點或1.4%,收報26,728點,標普500指數及納指則分別上升1.3%及1.8%,收報2,976點及8,116點。
至於港股昨日走勢異常波動,平開後一度升至26,697點,但很快又顯著回落,有機會是受到港交所(00388.HK)期貨系統出現事故影響。有關事件某程度上令本地國際金融中心地位受到一定負面影響。當然,期貨市場今日復市,可以預期今早開市早段市況亦將相當波動,而外圍造好加上A股近期強勢,亦有助今日港股可望持續反彈;但對於後市走勢,基於對本地政經狀況的不確定性,以及外圍市場仍不明朗,因此未敢抱太大期望。筆者仍會以25,000點作為後市目標。
股份方面,昨日部分手機設備股逆市造好,當中瑞聲(02018.HK)更大升12%,比亞迪電子(00285.HK)亦升8.2%。上升最大憧憬,或者是與短期內蘋果公司推出新產品有一定關係。不過正如早前提出新產品已「今非昔比」,加上仍有中美貿易談判陰霾,故重申不建議高追。
(筆者並未持有相關股份)
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