植耀辉: 长假前成交例淡 港股续於27,900点上落
耀才证券研究部总监植耀辉称,港股昨日(23日)甫开市即突破28,000点,但已是全日高位;其後恒指亦辗转回落至27,900点以下水平,但在收市前一刻重上27,900点。由於今日(24日)只得半日市,预期成交会进一步缩减,并继续於27,900点附近上落。
亦要继续谈谈手机设备板块。昨日两大手机设备股舜宇(02382.HK)及瑞声(02018.HK)股价变化不大,但部分二、三线手机设备股却出现异动,当中通达(00698.HK)急升18%,高伟电子(01415.HK)亦升8%。某程度上,个别股价急升有其因素,例如高伟电子早前发盈喜,预期今年盈利将有明显改善;又例如早前丘钛科技(01478.HK)盈利预期急升超过35倍等,然而最大因素在於去年存在低基数效应以及行业前景有所改善,只是股价累积升幅已相当惊人,现时估值部分股份亦变得不太吸引,故此不建议於现水平追入。最後,祝大家有一个开心美满的圣诞佳节。
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