You are browsing the Hong Kong website, Regulated by Hong Kong SFC (CE number: BJA907). Investment is risky and you must be cautious when entering the market.
植耀辉: 好消息频现美股再破顶 港股继续炒反弹
阿思达克 12-13 11:59

耀才证券研究部总监植耀辉称,美股隔晚显着造好,受惠於中美有望达成首阶段贸易协议。据《华尔街日报》引述知情人士报导,取消12月15日对约1,600亿美元中国货品加徵新一轮关税,现时针对约3,700亿美元的中国商品关税亦减半,而中方则会购买大量农产品、以及采取保护美国知识产权及扩大市场准入等条款。受消息刺激,美股三大指数均录得显着升幅,道指上升220或0.79%,收报28,132点,标普500指数及纳指则分别上升0.86%及0.73%,收报3,168点及8,717点。

至於港股,昨日继续有好表现,并一度重上27,000点水平,收市升348点,收报26,994点,成交进一步增至908.6亿元。正如早前指出,港股有追落後价值,故若中美贸易谈判有好消息,港股料有力再向上试27,300点附近水平。但在未见实质利好消息支持下,「资金市」的支持力道料较短暂之际,一旦中美贸易谈判续陷於拉锯,後市回落机会仍相当大,下方先看26,500点支持。

股份方面,丘钛科技(01478.HK)受盈喜消息刺激,股价急升13%至14.06元。由於去年业绩大幅倒退,故今年出现强劲增长,主要是基数效应之故。当然,明年5G或会带动一轮换机潮,只是5G发展现时仍存在一定变数,一旦发展未如预期,以及在竞争加剧下,未来前景仍是未知数。故笔者认为现价已反映利因素,不建议现阶段再高追。

笔者并未持有相关股份

Follow us
Find us on Facebook, Twitter , Instagram, and YouTube or frequent updates on all things investing.Have a financial topic you would like to discuss? Head over to the uSMART Community to share your thoughts and insights about the market! Click the picture below to download and explore uSMART app!
Disclaimers
uSmart Securities Limited (“uSmart”) is based on its internal research and public third party information in preparation of this article. Although uSmart uses its best endeavours to ensure the content of this article is accurate, uSmart does not guarantee the accuracy, timeliness or completeness of the information of this article and is not responsible for any views/opinions/comments in this article. Opinions, forecasts and estimations reflect uSmart’s assessment as of the date of this article and are subject to change. uSmart has no obligation to notify you or anyone of any such changes. You must make independent analysis and judgment on any matters involved in this article. uSmart and any directors, officers, employees or agents of uSmart will not be liable for any loss or damage suffered by any person in reliance on any representation or omission in the content of this article. The content of the article is for reference only and does not constitute any offer, solicitation, recommendation, opinion or guarantee of any securities, virtual assets, financial products or instruments. Regulatory authorities may restrict the trading of virtual asset-related ETFs to only investors who meet specified requirements. Any calculations or images in the article are for illustrative purposes only.
Investment involves risks and the value and income from securities may rise or fall. Past performance is not indicative of future performance. Please carefully consider your personal risk tolerance, and consult independent professional advice if necessary.
uSMART
Wealth Growth Made Easy
Open Account