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植耀辉: 贸战露曙光美股续弹 手机设备股不宜高追
阿思达克 09-06 11:33

耀才证券研究部总监植耀辉称,美股隔晚(5日)受ADP数据胜预期,以及中美贸易谈判有望10月於美国重启消息支持而显着上扬,道指急升372点或1.4%,收报26,728点,标普500指数及纳指则分别上升1.3%及1.8%,收报2,976点及8,116点。

至於港股昨日走势异常波动,平开後一度升至26,697点,但很快又显着回落,有机会是受到港交所(00388.HK)期货系统出现事故影响。有关事件某程度上令本地国际金融中心地位受到一定负面影响。当然,期货市场今日复市,可以预期今早开市早段市况亦将相当波动,而外围造好加上A股近期强势,亦有助今日港股可望持续反弹;但对於後市走势,基於对本地政经状况的不确定性,以及外围市场仍不明朗,因此未敢抱太大期望。笔者仍会以25,000点作为後市目标。

股份方面,昨日部分手机设备股逆市造好,当中瑞声(02018.HK)更大升12%,比亚迪电子(00285.HK)亦升8.2%。上升最大憧憬,或者是与短期内苹果公司推出新产品有一定关系。不过正如早前提出新产品已「今非昔比」,加上仍有中美贸易谈判阴霾,故重申不建议高追。

(笔者并未持有相关股份)

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