郭家耀: 超跌股回暖港股料試24,000 舜宇(02382.HK)調整或可低吸
安里資產管理董事總經理郭家耀稱,美股周二(11日)先跌後回升,聯儲局主席出席聽證會表示,美國經濟不再需要高度寬鬆貨幣政策,若通脹水平進一步升溫,加息次數將會增加,市場消化不利消息,三大指數均錄得升幅收市。美元走勢回落,美國十年期債息回落至1.75厘水平,金價及油價顯著回升。港股預託證券普遍向好,預料大市早段跟隨外圍高開。
內地股市昨日下滑,滬綜指低開低走,收市下跌0.7%,滬深兩市成交額維持萬億元人民幣水平。
港股表現好淡爭持,指數在高位徘徊,早前超跌股份顯著回暖,支撐大市表現,整體成交則保持清淡。外圍走勢改善,加上困擾大市不利因素逐步消化,預料指數可進一步上試24,000點阻力,下方支持在23,000點水平。
另舜宇光學(02382.HK)公布2021年12月各主要產品出貨量,光學零件分部,玻璃球面鏡片出貨量按年減少7%至431.8萬件,環比增長28.8%;手機鏡頭出貨量按年下降7.3%至1.21億件,環比減少2.2%;車載鏡頭出貨量按年減少15.5%至484.8萬件;其他鏡頭出貨量按年增長32%至1,056.7萬件。光電產品分部,手機攝像模組出貨量按年增長14.6%至5,189.2萬件;其他光電產品出貨量按年減少1.3%至435萬件;光學儀器分部,顯微儀器出貨量按年增長5.1%至20,757件。車載鏡頭出貨量按年下降,主要是因為汽車供應鏈中關鍵零部件缺貨且去年同期因疫情好轉出貨量表現強勁。手機攝像模組出貨量按年上升,主要是因為前年同期因智能手機供應鏈中關鍵零部件缺貨而使得出貨量基數較低。
綜合去年全年表現,舜宇光學的手機鏡頭出貨約14.4億件,按年下跌5.9%;手機攝像模組則按年增長14%至6.7億件。全年車載鏡頭表現則按年漲兩成至6,798萬件。由於上月出貨量低於預期,市場有較負面反應,但預料今年車載鏡頭出貨量將有明顯增長,舜宇在此一早佈局,有望帶動出貨量回升,近日調整正好視作低吸機會。
(筆者為證監會持牌人,沒持有上述股份)~
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