郭家耀:人行降準港股料續反覆 舜宇(02382.HK)重估空間有限
匯盈國際資產管理董事總經理郭家耀稱,美股周四(14日)普遍向好,人行下調存款準備金率,帶動環球股市氣氛,美股三大指數均錄得升幅收市。美元走勢向上,美國十年期債息高位徘徊,金價表現受壓,油價繼續向好。港股預託證券普遍向上,預料大市早段跟隨高開。
內地股市昨日個別發展,滬綜指反覆靠穩,收市上升0.1%,滬深兩市成交額進一步縮減。
港股止跌反彈,指數繼續於18,000點水平徘徊,大市成交保持清淡。人行下調存款準備金率,有利市場氣氛,投資者觀望更多刺激政策落實,預料指數維持於17,500至18,500點水平徘徊。
另舜宇光學(02382.HK)日前公布8月份手機鏡頭出貨量按年上升17%至1.08億件,手機攝像模組出貨量增加36.8%至5,296萬件,主要是去年同期因整體智能手機市場需求疲弱,以致基數較低。
按月比較,手機鏡頭出貨量上升13.2%,受惠客戶需求增加,手機攝像模組出貨量則下跌2.9%。舜宇光學表示,8月車載鏡頭出貨量808.9萬件,按年增長14.8%,主要是車載攝像市場需求隨著汽車供應鏈中關鍵零部件缺貨的緩解而有所增長。另外,玻璃球面鏡片出貨量為168.2萬件,按年上升1.4%,但按月減少13.8%。其他鏡頭出貨量773.9萬件,按年下跌26.2%,按月則上升7.7%。
隨著出貨量展現反彈,手機配件行業迎來復甦勢頭,不過由於手機市場難望出現持續增長,行業估值水平提升空間將有限,只宜視作周期股看待。
(筆者為證監會持牌人,本人及相關人士沒持有上述股份)~
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