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市场对中美贸易谈判乐观情绪回升 晶片手机股受捧 获高盛看好华虹(01347.HK)续涨12%
阿思达克 12-05 10:44

据报中美可能於12月15日或之前达成首阶段贸易协议,投资者对中美贸易谈判乐观情绪回升。亚太区股市今天普遍随外围反弹,但升幅均少於1%。其中沪指及深成报2,891及9,753,分别回升0.5%及续弹近0.7%。港股继昨天续跌逾300点或近1.3%後,今早高开237或0.9%报26,300欠承接,升幅曾收窄至119点低见26,182,现造26,217,回升152点或0.6%,成交额263亿元。

市场再度憧憬中美可化解贸易争端,对贸易敏感半导体指数昨晚弹近1.6%跑赢。於本港上市的内地晶片股继续受捧,尤其是获高盛重申「买入」评级看23.4元的华虹半导体(01347.HK)承昨天逆市倒升逾6%势,今早股价一举升破100天、50天及250天线(15.87元),最高升至16.48元,现造16.34元,续涨12%,成交维持活跃达1,706万股,已接近昨天全日成交量。中芯(00981.HK)承昨天升破10天及20天线势,今早高见10.76元,现造10.7元,续升3.3%,成交已达2,798万股。

两大蓝筹手机股也随苹果股价造好,瑞声科技(02018.HK)及舜宇光学(02382.HK)重越10天及20天线,最高见55.85元及130.7元,现造55.2元及129.8元,回升3.7%及4.2%,为两只表现最好蓝筹股。此外,中兴(00763.HK)三连弹,今早股价一举升破四条移动平均线,最高见21.95元,现造21.75元,回升4.1%。

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