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.
植耀輝: 港股急跌後或現反彈 舜宇趁調整分注吸納
阿思達克 01-31 11:36

耀才證券研究部總監植耀輝稱,港股昨日(30日)繼續受疫情影響而大跌711點,26,500點水平亦告失守,成交亦持續活躍,達到1,243.96億元。明顯投資者繼續擔憂疫情將打擊經濟狀況,悲觀氣氛亦令個別早前急升之板塊遭到拋售,手機及5G設備股急挫,另外內房及物管股亦下跌。

由於恆指累積跌勢頗多,由高位29,174點計累跌超過9%,短期或有技術性反彈,但基於沽壓頗全面,加上疫情仍續發酵,預期大市在反彈至26,700點附近將有明顯阻力,若疫情狀況持續,恆指有頗大機會跌破26,000點水平。

板塊則要談談上文提到之手機及5G設備股。股份下跌主要是投資者擔心產業鏈斷裂情況,由於多地正進行封城,而亦有不少相關廠房位處武漢附近,故有機會令出貨進度減慢,從而影響企業發展;另外,個別股份早前累升幅度驚人,亦令套現沽壓大增。筆者相信,由於前者提到之不確定性仍高,加上疫情打擊消費意欲,因此股價仍會受壓,但若股價再跌5%至10%的話,則個別如舜宇光學(02382.HK)仍值得分注吸納作中長線持有。

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