芯片股逆市反覆续弹 中芯(00981.HK)续升逾4%重越10天线
中国境外新冠肺炎疫情迅速扩散,尤其是南韩、意大利及伊朗新冠肺炎确诊个案飙升,投资者加深忧虑疫情打击环球经济,美股及欧洲主要股市昨晚全面暴泻3.3%-5.4%,意股最伤,道指泻1,031点或近3.6%为两年来最伤,纳指在大型科网及收入倚重中国晶片股主导急挫3.8%,其中费城半导体指数急挫近4.8%,三天已累挫9%创三周新低。不过,美股期货先跌後弹倒升0.8%-1.2%,纳指一百期货弹力最强报9,202。
不过,由於作为全球重要半导体材料出口国的南韩及日本感染新冠肺炎确诊个案为中国以外最多国家,尤其是前者确诊个案已累计飙至893宗,可能推动相关价格上涨及市场再度炒作国产替代概念股,本港芯片股继昨天随内地同业逆大跌市港股反弹後,今早股价继续造好,尤其是中芯(00981.HK)今早略低见15.26元获承接,股价掉头重越20天及10天线(15.96元),最高见16.66元,现造16.14元,续升逾4%,成交已达8,128万股,涉资13.21亿元。
华虹半导体(01347.HK)高见19.06元,现造18.86元,续弹2.6%,成交625万股。此外,ASM(00522.HK)早段低见93.5元创逾五个月低喘定,最高见96.05元,现造95.4元,倒升0.6%。
恒指及国指今早低开後仍反覆受压,现造26,772及10,525,续吐0.2%点及0.4%,总交额464亿元。
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