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植耀輝: 封殺陰霾芯片股捱沽 科技股續波動
阿思達克 09-08 11:46
耀才證券研究部總監植耀輝稱,美股隔晚(7日)因勞工節假期休市。至於港股方面,昨日似乎未有太受上周五(4日)美股下跌拖累,早段更一度上升超過200點,但其後走勢反覆之餘,午後在A股走勢轉弱拖累下進一步下跌,不過友邦(01299.HK)股價造好令港股跌幅收窄,結果全日計恆指下跌約105點,最終收報24,589點,成交量則達到1,582億元。

科技股成為其中一個焦點,當中或會遭美國列入貿易黑名單之中芯(00981.HK)股價大跌23%,其他芯片股如華虹半導體(01347.HK)亦急跌14.4%。至於三隻「藍籌新貴」小米(01810.HK)、藥明生物(02269.HK)及阿里巴巴(09988.HK)之表現則較失色,跌幅介乎1.4%至3.6%。雖然如此,但自宣布納入後至今累積升幅分別仍達到57.4%、12.5%及7.6%。由於預期美國科技股走勢仍會波動,加上投資者開始關注估值過高問題,預期科技股短期仍會相當波動,建議暫保持觀望。

短期走勢方面,由於大市缺乏利好消息,加上美國會否再有行動或會為港股增添不確定性;同時恆指現時初步跌破100天線(24,647點)重要支持,若短期未能重上該水平,走勢或會有所轉弱,或會先考驗8月7日之24,167點水平。

(筆者為證監會持牌人,持有阿里巴巴股份)~

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