植耀輝: 美股持續波動 港股走勢未明宜觀望 中興(00763.HK)今料受壓
耀才證券研究部總監植耀輝稱,美股上周五(19日)又再度反覆,早段表現其實不差,更曾大升近400點,惟其後蘋果公司宣布關閉位於亞利桑那、佛羅里達、北卡羅來納及南卡羅來納州之門店,主要是亞利桑那及佛羅里達州之新型肺炎個案近期持續攀升,該公司亦因此採取相應措施。消息引發市場對第二波爆發之擔憂,道指跌幅便一度達300點,收市前收復部分失地。但全周計,道指仍升1%,標普則升1.8%,納指表現較佳,升近3.7%。
港股方面,上周大致平穩,並於24,500點水平上落。當然,市場依然存在多個不明朗因素,包括中美關係、地緣政治局勢以及對經濟復甦展望。不過另一方面,內地股市回暖,投資者亦憧憬人行繼續維持寬鬆貨幣政策,相信港股將繼續處於爭持格局,於24,000點至24,500點水平上落。
另外,中興(00763.HK)過去數天新聞多多,上周有指5nm晶片正技術導入,7nm晶片規模量產已實現量產;但周六官網則發聲明澄清,表示「並不具備芯片生產製造能力」,形容報道與事實不符,相信股價今日(22日)難免會波動矣!筆者上周五已指出中興現價不值搏,今日亦預期會有較大機會回落,建議可繼續採取早前策略,耐心待其回落至21元以下再作部署。
(筆者為證監會持牌人,並未持有相關股份)~
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