植耀辉: 封杀阴霾芯片股捱沽 科技股续波动
耀才证券研究部总监植耀辉称,美股隔晚(7日)因劳工节假期休市。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,早段更一度上升超过200点,但其後走势反覆之余,午後在A股走势转弱拖累下进一步下跌,不过友邦(01299.HK)股价造好令港股跌幅收窄,结果全日计恒指下跌约105点,最终收报24,589点,成交量则达到1,582亿元。
科技股成为其中一个焦点,当中或会遭美国列入贸易黑名单之中芯(00981.HK)股价大跌23%,其他芯片股如华虹半导体(01347.HK)亦急跌14.4%。至於三只「蓝筹新贵」小米(01810.HK)、药明生物(02269.HK)及阿里巴巴(09988.HK)之表现则较失色,跌幅介乎1.4%至3.6%。虽然如此,但自宣布纳入後至今累积升幅分别仍达到57.4%、12.5%及7.6%。由於预期美国科技股走势仍会波动,加上投资者开始关注估值过高问题,预期科技股短期仍会相当波动,建议暂保持观望。
短期走势方面,由於大市缺乏利好消息,加上美国会否再有行动或会为港股增添不确定性;同时恒指现时初步跌破100天线(24,647点)重要支持,若短期未能重上该水平,走势或会有所转弱,或会先考验8月7日之24,167点水平。
(笔者为证监会持牌人,持有阿里巴巴股份)~
Follow us
Find us on
Facebook,
Twitter ,
Instagram, and
YouTube or frequent updates on all things investing.Have a financial topic you would like to discuss? Head over to the
uSMART Community to share your thoughts and insights about the market! Click the picture below to download and explore uSMART app!

Disclaimers
uSmart Securities Limited (“uSmart”) is based on its internal research and public third party information in preparation of this article. Although uSmart uses its best endeavours to ensure the content of this article is accurate, uSmart does not guarantee the accuracy, timeliness or completeness of the information of this article and is not responsible for any views/opinions/comments in this article. Opinions, forecasts and estimations reflect uSmart’s assessment as of the date of this article and are subject to change. uSmart has no obligation to notify you or anyone of any such changes. You must make independent analysis and judgment on any matters involved in this article. uSmart and any directors, officers, employees or agents of uSmart will not be liable for any loss or damage suffered by any person in reliance on any representation or omission in the content of this article. The content of the article is for reference only and does not constitute any offer, solicitation, recommendation, opinion or guarantee of any securities, virtual assets, financial products or instruments. Regulatory authorities may restrict the trading of virtual asset-related ETFs to only investors who meet specified requirements. Any calculations or images in the article are for illustrative purposes only.
Investment involves risks and the value and income from securities may rise or fall. Past performance is not indicative of future performance. Please carefully consider your personal risk tolerance, and consult independent professional advice if necessary.