郭家耀: 观望联储议息港股料反覆 舜宇(02382.HK)手机相机升级加速
正荣金融业务部副总裁郭家耀称,美股周一(14日)个别发展,债息回升拖累道指早段一度急挫,收市前跌幅显着收窄,科技股走势向好,带动标普500指数及纳指再创收市新高。美元反覆偏软,美国十年期债息重返1.50厘水平,油价反覆向下,金价显着受压。港股预托证券个别发展,预料大市早段缺乏方向。内地股市上周五个别发展,沪综指高开低走,收市下跌0.6%,沪深两市成交额超过万亿元水平。
港股上周五继续受制29,000点阻力,大市成交维持清淡。市场观望今周联储局议息会议结果,预料指数走势未有太大变化,继续维持於28,500至29,500点水平上落。
另舜宇(02382.HK)公布5月份手机镜头出货量9,941万件,按年增长2%,按月下跌19.7%。此外,手机摄像模组出货量5,538.5万件,按年上升16%,按月下跌12.7%,主要因为受海外疫情及国内智能手机市场需求放缓影响。期内,车载镜头出货量661.4万件,按年上升1.6倍,按月亦升8%,主因公司车载镜头市场份额的上升及去年同期受疫情影响。
舜宇车载镜头出货量增长强劲,舜宇光学已是全球最大的车载镜头供应商。舜宇其他光电产品增长78%至2,400万台。由於6月份仍处手机出货量淡季,相信舜宇手机镜头出货量与5月份表现相若。公司认为618购物节将有望提升内地智能手机需求,并期望智能手机相机升级趋势在下半年加速。舜宇将举行2021年投资者日,公司或更新技术发展路线图和近期业务展望,将对短期股价带来推动作用。
(笔者为证监会持牌人,没持有上述股份)~
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