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郭家耀: 港股跌穿50天線成交縮 瑞聲(02018.HK)引戰投惹憧憬
阿思達克 07-28 09:42
正榮金融業務部副總裁郭家耀稱,美股周一(27日)表現向好,肺炎疫苗測試表現理想,加上投資者憧憬華府進一步落實新一輪刺激經濟政策,三大指數均錄得升幅收市,科技股升幅較為顯著。美元持續偏軟,美國十年期債息回升至0.62厘水平,油價溫和向好,金價則創出歷史新高。港股預託證券大致向上,預料大市早段跟隨外圍高開。

內地股市靠穩,經濟數據表現理想,有助市場氣氛,投資者亦繼續關注中美關係進展,滬綜指收市上升0.2%,滬深兩市成交額有所減少,跌破萬億元人民幣水平。

港股先升後回,指數一度逼近25,000點水平,其後科技股轉弱,令指數由升轉跌,跌穿50天線水平,成交亦大為減少。外圍展望仍然不明朗,市況短期維持上落格局,預料指數在24,500至25,200點水平徘徊。

另瑞聲科技(02018.HK)日前公布從事光學業務的子公司瑞聲通訊集團已引入4名戰略投資者,包括湖北小米長江產業基金、OPPO廣東移動通信、深圳市惠友豪創科技投資,以及南京華睿睿軍創業投資中心,合計增資11.5億元人民幣。其中湖北小米長江產業基金及OPPO廣東移動通信各出資4.8億元人民幣,佔約4%;惠友豪創科技投資投資1.2億元人民幣,佔1%;華睿睿軍創業投資7,000萬元人民幣,佔股0.58%。瑞聲為光學業務引入戰略投資者,補充營運資本和擴張光學業務。業務擴張可以有更大的靈活性,以滿足未來所需,加強與手機廠的聯繫,對拓寬客源及推廣新產品均有正面幫助,故此市場對今次入股消息反應相當理想。

(筆者為證監會持牌人,沒持有上述股份)~

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