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植耀輝: 美股窄幅上落欠方向 中興(00763.HK)升幅過急宜減磅
阿思達克 06-19 12:28
耀才證券研究部總監植耀輝稱,美股走勢隔晚(18日)呈好淡爭持,低開後道指跌幅曾一度擴大至近270點,受新申領失業救濟金人數較預期高所致。不過很快又再收復失地,並於大概150點波幅上落,最終道指收報26,080點,下跌39點或0.15%,標普500指數則微升一點,收報3,115點,納指則升32點或0.33%,收報9,943點。

港股昨日走勢呈好淡爭持,於24,400點附近上落。市場觀望氣氛濃厚,同時亦未見有利好消息,故整體而言亦未見有太明確方向,預期24,500至24,800點仍是短期阻力水平,下方則繼續先行24,000點支持。

另外,電訊設備股昨日炒風再現,中興(00763.HK)大幅抽升達22%,京信通信(02342.HK)亦升6%。5G板塊過去亦常有炒作,筆者亦多次指中興可於21元附近買入,但昨日如此急升亦令筆者頗驚訝。當然中興本身有利好消息,有指集團已具備芯片設計及開發能力,7納米芯片已規模量產,而5納米則正在技術導入。不過筆者翻查相關資料,原來早於2019年7月已有相關消息,故要留意股價是否已反應過度,加上股價28元以上阻力不輕,建議大家可先減持一半。

此外亦想談談小米(01810.HK),其股價近期於12.5元附近上落,昨日則跟隨一眾科技股造好。雖然第一季小米業績有不俗表現,惟筆者擔心第二季其主要海外市場包括印度及西歐等疫情爆發,將業績帶來不利影響,同時由於中印關係有惡化跡象,亦難免會對小米帶來衝擊,故暫不建議吸納。

(筆者為證監會持牌人,並未持有相關股份)~

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