郭家耀: 港股跌穿50天线成交缩 瑞声(02018.HK)引战投惹憧憬
正荣金融业务部副总裁郭家耀称,美股周一(27日)表现向好,肺炎疫苗测试表现理想,加上投资者憧憬华府进一步落实新一轮刺激经济政策,三大指数均录得升幅收市,科技股升幅较为显着。美元持续偏软,美国十年期债息回升至0.62厘水平,油价温和向好,金价则创出历史新高。港股预托证券大致向上,预料大市早段跟随外围高开。
内地股市靠稳,经济数据表现理想,有助市场气氛,投资者亦继续关注中美关系进展,沪综指收市上升0.2%,沪深两市成交额有所减少,跌破万亿元人民币水平。
港股先升後回,指数一度逼近25,000点水平,其後科技股转弱,令指数由升转跌,跌穿50天线水平,成交亦大为减少。外围展望仍然不明朗,市况短期维持上落格局,预料指数在24,500至25,200点水平徘徊。
另瑞声科技(02018.HK)日前公布从事光学业务的子公司瑞声通讯集团已引入4名战略投资者,包括湖北小米长江产业基金、OPPO广东移动通信、深圳市惠友豪创科技投资,以及南京华睿睿军创业投资中心,合计增资11.5亿元人民币。其中湖北小米长江产业基金及OPPO广东移动通信各出资4.8亿元人民币,占约4%;惠友豪创科技投资投资1.2亿元人民币,占1%;华睿睿军创业投资7,000万元人民币,占股0.58%。瑞声为光学业务引入战略投资者,补充营运资本和扩张光学业务。业务扩张可以有更大的灵活性,以满足未来所需,加强与手机厂的联系,对拓宽客源及推广新产品均有正面帮助,故此市场对今次入股消息反应相当理想。
(笔者为证监会持牌人,没持有上述股份)~
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