郭家耀: 恆指換馬在即港股拉鋸 疫情壓抑全球手機銷售
正榮金融業務部副總裁郭家耀稱,美股上周五(28日)繼續上升,美國消費者信心指數表現勝預期,加上聯儲局繼續維持寬鬆政策,支持大市向好,標普500指數及納指再創收市新高。美元走勢持續偏軟,美國十年期債息回落至0.72厘水平,金價表現向好,油價則略為受壓。港股預託證券大致向好,預料大市早段跟隨高開。
內地股市向好,滬綜指低開高走,收市上升1.6%,重上3,400點水平,滬深兩市成交額亦有所增加。
港股維持區間上落,股份表現個別發展,指數一度逼近250天線水平,其後升幅收窄,大市成交維持相若水平。市場表現分化局面明顯,加上指數換馬在即,短線限制大市升幅,預料恆指繼續於25,000至26,000點水平上落。
另市場研究機構Gartner公布最新數據,新冠疫情仍在持續影響全球手機行業,第二季全球智能手機銷量下滑20.4%至2.95億台。在首五名智能手機廠商中,三星遭遇最大幅度銷量下滑,蘋果智能手機銷量與去年基本持平。儘管華為按年銷量也下滑6.8%,但按季銷量增長27.4%,市佔率基本追平三星,距全球第一位置僅一步之遙。
Gartner表示,在中國市場,隨著疫情逐漸好轉,智能手機需求也在按季度逐步回升。全球範圍內,新冠疫情期間的旅行限制,零售店關閉以及對非必要產品的更謹慎的支出,令今年全球智能手機銷量已連續第二個季度下滑。中國智能手機銷量於次季下滑7%,銷量接近9,400萬台。
第二季,三星智能手機銷量約為5,500萬台,按年下降27.1%。華為智能手機銷量按年下降6.8%,總計5,400萬台。蘋果智能手機iPhone銷量為3,800萬台,按年下降0.4%。三大手機商的市佔率分別為18.6%、18.4%及13%。智能手機換機潮因疫情關係推遲,短期對手機配件廠訂單構成壓力,並增加市場競爭,導致單價及毛利率下降,目前宜對行業持觀望態度。
(筆者為證監會持牌人,沒持有上述股份)~
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