市場對中美貿易談判樂觀情緒回升 晶片手機股受捧 獲高盛看好華虹(01347.HK)續漲12%
據報中美可能於12月15日或之前達成首階段貿易協議,投資者對中美貿易談判樂觀情緒回升。亞太區股市今天普遍隨外圍反彈,但升幅均少於1%。其中滬指及深成報2,891及9,753,分別回升0.5%及續彈近0.7%。港股繼昨天續跌逾300點或近1.3%後,今早高開237或0.9%報26,300欠承接,升幅曾收窄至119點低見26,182,現造26,217,回升152點或0.6%,成交額263億元。
市場再度憧憬中美可化解貿易爭端,對貿易敏感半導體指數昨晚彈近1.6%跑贏。於本港上市的內地晶片股繼續受捧,尤其是獲高盛重申「買入」評級看23.4元的華虹半導體(01347.HK)承昨天逆市倒升逾6%勢,今早股價一舉升破100天、50天及250天線(15.87元),最高升至16.48元,現造16.34元,續漲12%,成交維持活躍達1,706萬股,已接近昨天全日成交量。中芯(00981.HK)承昨天升破10天及20天線勢,今早高見10.76元,現造10.7元,續升3.3%,成交已達2,798萬股。
兩大藍籌手機股也隨蘋果股價造好,瑞聲科技(02018.HK)及舜宇光學(02382.HK)重越10天及20天線,最高見55.85元及130.7元,現造55.2元及129.8元,回升3.7%及4.2%,為兩隻表現最好藍籌股。此外,中興(00763.HK)三連彈,今早股價一舉升破四條移動平均線,最高見21.95元,現造21.75元,回升4.1%。
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