植耀辉: 美股反覆未见方向 港股继续区间上落
耀才证券研究部总监植耀辉称,美股上周五(11日)持续波动,道指虽然一度升近300点,惟中段一度倒跌,收市前又再度回升,最终上升131点或0.5%,收报27,665点。至於纳指表现亦令人失望,早段高开後持续回落,尾市虽见反弹,但收市仍跌66点或0.6%,收报10,853点。标普500指数则微升1点,收报3,340点。全周计,道指下跌1.7%,标普500指数下跌2.5%,纳指则录得自3月以来最大单周跌幅,累跌4.1%。
至於港股,上周五出现反弹,并再度重上24,500点水平,不过成交量却缩减至不足1,000亿元,反映投资者并未急於进场,以及对後市看法仍较审慎。当然,港股上周五上升之余,科技股再度有资金吸纳,但相信是与美股期货回升,以及北水买入有关,只是过去一段时间中美因素继续困扰市场气氛,故预期港股将继续於24,100至24,600点水平上落。
亦可谈谈舜宇(02382.HK)表现。集团上周五公布8月出货量数据,当中手机及车载镜头出货量有所加快,惟手机摄像头模头增速则有所放缓,不过整体而言亦属不俗,然而投资者较担心的是华为未来手机出货量若下跌,对公司之实际影响以及行业竞争加剧等因素。所以虽然现价确有一定吸引力,但还是待股价回落至早前低位约112元附近再作考虑。
(笔者为证监会持牌人,并未持有相关股份)~
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