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植耀輝: 好消息頻現美股再破頂 港股繼續炒反彈
阿思達克 12-13 11:59
耀才證券研究部總監植耀輝稱,美股隔晚顯著造好,受惠於中美有望達成首階段貿易協議。據《華爾街日報》引述知情人士報導,取消12月15日對約1,600億美元中國貨品加徵新一輪關稅,現時針對約3,700億美元的中國商品關稅亦減半,而中方則會購買大量農產品、以及採取保護美國知識產權及擴大市場准入等條款。受消息刺激,美股三大指數均錄得顯著升幅,道指上升220或0.79%,收報28,132點,標普500指數及納指則分別上升0.86%及0.73%,收報3,168點及8,717點。 至於港股,昨日繼續有好表現,並一度重上27,000點水平,收市升348點,收報26,994點,成交進一步增至908.6億元。正如早前指出,港股有追落後價值,故若中美貿易談判有好消息,港股料有力再向上試27,300點附近水平。但在未見實質利好消息支持下,「資金市」的支持力道料較短暫之際,一旦中美貿易談判續陷於拉鋸,後市回落機會仍相當大,下方先看26,500點支持。 股份方面,丘鈦科技(01478.HK)受盈喜消息刺激,股價急升13%至14.06元。由於去年業績大幅倒退,故今年出現強勁增長,主要是基數效應之故。當然,明年5G或會帶動一輪換機潮,只是5G發展現時仍存在一定變數,一旦發展未如預期,以及在競爭加劇下,未來前景仍是未知數。故筆者認為現價已反映利因素,不建議現階段再高追。 筆者並未持有相關股份 ~ 阿思達克財經新聞 網址: www.aastocks.com
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