You are browsing the Hong Kong website, Regulated by Hong Kong SFC (CE number: BJA907). Investment is risky and you must be cautious when entering the market.
耀才(01428.HK):股市缺乏「領頭羊」 年內恆指上望22,000點
耀才證券金融(01428.HK)執行董事兼行政總裁許繹彬預期,港股下半年有望反彈,但因缺乏「領頭羊」股份,相信回彈空間不大,市況仍受息口走向、美國債務上限問題、內地是否出台支持措施,以及H股較A股估值追落後等因素影響,若中央推出更多刺激經濟措施,該行年內恆指目標則介乎21,500至22,000點。 耀才證券研究部總監植耀輝表示,今年下半年在港股市場繼續看好旅遊及消費概念、發電與電力設備及石油、煤炭及油運相關股份,包括銀娛(00027.HK)、新秀麗(01910.HK)、普拉達(01913.HK)、東方電氣(01072.HK)、中集安瑞科(03899.HK)、中海油(00883.HK)、神華(01088.HK)。另外美股方面,美國人工智能概念熱炒,建議留意NIVDIA(NVDA.US)、ASML(ASML.US)、台積電(TSM.US)及新思科技(SNPS.US)。 港交所(00388.HK)宣布雙櫃台模式將於本月19日推出,許繹彬透露該行於上周六(3日)進行測試,運作順利,由於該行有提供證券雙幣交易服務,今次屬服務範圍擴闊,強調支持市場產品多元化發展。 談及新股市場,他形容近兩年「一潭死水」,雖然香港將推出全電子首次公開招股(IPO)平台FINI,但正式推出時間未定,認為最終仍要取大市走勢及投資氣氛。耀才早前宣布旗下三間分行將實施一星期七天營業,他表示主要是回應本港及內地客戶需求。
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.
uSMART
Wealth Growth Made Easy
Open Account