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植耀辉: 美股观望气氛浓 港股乏方向续拉锯
阿思达克 12-10 10:01

耀才证券研究部总监植耀辉称,隔晚(9日)美股三大指数下跌,在观望气氛浓厚下,投资者入市意欲不大之余,亦静待贸易谈判消息以及联储局议息会议结果。最终道指下跌105点或0.38%,收报27,909点,标普500指数及纳指则分别收报3,135点及8,621点,下跌0.32%及0.4%。

港股昨日走势呈窄幅上落,全日波幅不足190点,成交金额亦只得650亿元,再次反映投资者入市意欲相当审慎。现时投资者仍待中美贸易谈判最新进程,由於本月15日加徵关税之日期渐近,投资者亦静候最终结果。另外,内地亦将宣布一系列经济数据行情,以及美国联储局议息会议等。相信大市维持拉锯格局的状况不变,并继续於26,500点附近徘徊。

股份方面,舜宇(02382.HK)公布上月出货量表现,数据依然理想,当中手机镜头及摄像投模组按年增长分别达到42.9%及29.7%。笔者相信受惠5G装置陆续出货,对舜宇发展仍有正面帮助,建议仍可作中线持有。

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