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郭家耀:港股回稳投资者观望手机配件股短线难看好
阿思达克 06-18 10:26

正荣金融业务部副总裁郭家耀称,美股周一(17日)表现靠稳,市场观望环球央行议息结果,三大指数均录得温和升幅收市。美元略为偏软,美国十年期债息回升至2.09厘水平,油价及金价表现受压。港股预托证券个别发展,预料大市早段缺乏方向。内地股市反覆向好,市场观望气氛浓厚,沪综指继续於2,900点水平上落,收市上升0.2%。沪深两市成交额为3,356亿元人民币,创近月新低水平。

港股表现回稳,指数一度重上27,500点水平,其後升幅逐步收窄,成交亦显着减少。投资者继续观望中美贸易谈判进展,以及联储局议息会议声明,预料短线继续於26,700至27,500点水平上落。

另中国信通院公布5月份内地手机市场出货量3,829.4万部,按年增长1.2%,按月升4.8%。期内,智能手机出货量3,643.6万部,按年增长1.3%,占同期内地手机出货量的95.1%。上市智能手机新机型33款,跌37.7%,占同期新机型数量的80.5%。

今年首五个月,累计内地手机市场出货量1.52亿部,按年下跌4.8%。其中,智能手机出货量1.44亿部,跌4.1%,占同期国内手机总出货量的95.1%。首五个月上市智能手机新机型165款,按年减少35%,占同期手机新机型总量的79.3%。预料未来数月内地智能手机仍有下行压力,中美贸易摩擦持续,亦为行业前景带来不明朗因素,手机配件股短线仍难看好。

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