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植耀辉: 美股持续波动 港股走势未明宜观望 中兴(00763.HK)今料受压
阿思达克 06-22 11:39
耀才证券研究部总监植耀辉称,美股上周五(19日)又再度反覆,早段表现其实不差,更曾大升近400点,惟其後苹果公司宣布关闭位於亚利桑那、佛罗里达、北卡罗来纳及南卡罗来纳州之门店,主要是亚利桑那及佛罗里达州之新型肺炎个案近期持续攀升,该公司亦因此采取相应措施。消息引发市场对第二波爆发之担忧,道指跌幅便一度达300点,收市前收复部分失地。但全周计,道指仍升1%,标普则升1.8%,纳指表现较佳,升近3.7%。

港股方面,上周大致平稳,并於24,500点水平上落。当然,市场依然存在多个不明朗因素,包括中美关系、地缘政治局势以及对经济复苏展望。不过另一方面,内地股市回暖,投资者亦憧憬人行继续维持宽松货币政策,相信港股将继续处於争持格局,於24,000点至24,500点水平上落。

另外,中兴(00763.HK)过去数天新闻多多,上周有指5nm晶片正技术导入,7nm晶片规模量产已实现量产;但周六官网则发声明澄清,表示「并不具备芯片生产制造能力」,形容报道与事实不符,相信股价今日(22日)难免会波动矣!笔者上周五已指出中兴现价不值搏,今日亦预期会有较大机会回落,建议可继续采取早前策略,耐心待其回落至21元以下再作部署。

(笔者为证监会持牌人,并未持有相关股份)~

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