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植耀辉: 港股急跌後或现反弹 舜宇趁调整分注吸纳
阿思达克 01-31 11:36

耀才证券研究部总监植耀辉称,港股昨日(30日)继续受疫情影响而大跌711点,26,500点水平亦告失守,成交亦持续活跃,达到1,243.96亿元。明显投资者继续担忧疫情将打击经济状况,悲观气氛亦令个别早前急升之板块遭到抛售,手机及5G设备股急挫,另外内房及物管股亦下跌。

由於恒指累积跌势颇多,由高位29,174点计累跌超过9%,短期或有技术性反弹,但基於沽压颇全面,加上疫情仍续发酵,预期大市在反弹至26,700点附近将有明显阻力,若疫情状况持续,恒指有颇大机会跌破26,000点水平。

板块则要谈谈上文提到之手机及5G设备股。股份下跌主要是投资者担心产业链断裂情况,由於多地正进行封城,而亦有不少相关厂房位处武汉附近,故有机会令出货进度减慢,从而影响企业发展;另外,个别股份早前累升幅度惊人,亦令套现沽压大增。笔者相信,由於前者提到之不确定性仍高,加上疫情打击消费意欲,因此股价仍会受压,但若股价再跌5%至10%的话,则个别如舜宇光学(02382.HK)仍值得分注吸纳作中长线持有。

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