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郭家耀: 憧憬科网绩佳港股料试29,500 手机市场加快复苏
阿思达克 02-02 10:07
正荣金融业务部副总裁郭家耀称,美股周一(2月1日)大幅向好,拆仓活动收敛,科技股重新展现强势,带领大市向上,三大指数均录得显着升幅收市。美元走势向好,金价及油价向上,美国十年期债息回落至1.08厘水平。港股预托证券普遍向好,预料大市早段跟随高开。内地股市高收,沪综指收市上升0.6%,重上3,500点水平,沪深两市成交额有所缩减。

港股急跌後展现强劲反弹,指数高开高走,逼近29,000点关口,成交则略为缩减。外围气氛改善,市场憧憬科网股业绩表现理想,有助带动大市向上,预料指数有望上试29,500点阻力,下方支持在28,500点附近。

另调查机构IDC发表的报告指出,去年第四季全球智能手机出货量持续改善,按年上升4.3%至3.86亿台,全年则按年下跌5.9%,市场复苏进展令人满意,亦相信势头将持续至2021年并维持强劲。IDC分析指出市场复苏主要是受惠需求提升,而5G进取的优惠及中低价手机受欢迎等亦继续推动供应。预料厂商已预备好第二轮封城,并确保有合适的渠道满足订单及接触到终端消费者,封城下消费者将减少在休闲、旅游、外出用膳等的消费,而智能手机料将受惠。另一方面,智能手机供应链快速复苏等亦有推动作用。

按品牌划分,苹果(AAPL.US)第四季出货量表现强劲,受惠iPhone 12系列推出苹果出货量按年升22.2%至9,010万台,排全球首位,三星出货量则上升6.2%至7,390万台,小米(01810.HK)出货量大升32%至4,330万台,排全球第三,华为出货量则大跌42.4%至3,230万台,排全球第五。智能手机市场及供应链复苏表现强劲,反映智能手机在日常生活中的重要性,市场需求亦有强劲的基本面支持,估计全球逐步进入疫後环境,需求将继续增长,市场将加快复苏,相关手机及配件厂将可受惠。

(笔者为证监会持牌人,没持有上述股份)~

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