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郭家耀:港股回穩投資者觀望手機配件股短線難看好
阿思達克 06-18 10:26

正榮金融業務部副總裁郭家耀稱,美股周一(17日)表現靠穩,市場觀望環球央行議息結果,三大指數均錄得溫和升幅收市。美元略為偏軟,美國十年期債息回升至2.09厘水平,油價及金價表現受壓。港股預託證券個別發展,預料大市早段缺乏方向。內地股市反覆向好,市場觀望氣氛濃厚,滬綜指繼續於2,900點水平上落,收市上升0.2%。滬深兩市成交額為3,356億元人民幣,創近月新低水平。

港股表現回穩,指數一度重上27,500點水平,其後升幅逐步收窄,成交亦顯著減少。投資者繼續觀望中美貿易談判進展,以及聯儲局議息會議聲明,預料短線繼續於26,700至27,500點水平上落。

另中國信通院公布5月份內地手機市場出貨量3,829.4萬部,按年增長1.2%,按月升4.8%。期內,智能手機出貨量3,643.6萬部,按年增長1.3%,佔同期內地手機出貨量的95.1%。上市智能手機新機型33款,跌37.7%,佔同期新機型數量的80.5%。

今年首五個月,累計內地手機市場出貨量1.52億部,按年下跌4.8%。其中,智能手機出貨量1.44億部,跌4.1%,佔同期國內手機總出貨量的95.1%。首五個月上市智能手機新機型165款,按年減少35%,佔同期手機新機型總量的79.3%。預料未來數月內地智能手機仍有下行壓力,中美貿易摩擦持續,亦為行業前景帶來不明朗因素,手機配件股短線仍難看好。

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