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植耀輝:港股成交縮後市續試低位觀望舜宇(02382.HK)業績
阿思達克 08-13 10:47

耀才證券研究部總監植耀輝稱,港股昨日(12日)在低成交下輾轉回落114點,雖然跌幅不算大,但整體氣氛欠佳,特別是個別板塊如收租及地產股依然受壓,本地銀行股跌勢亦顯著,匯控(00005.HK)、恆生(00011.HK)以及中銀香港(02388.HK)更是連續多個交易日下跌,表現之差實在近年罕見。當然,這與本地局勢及經濟環境有密切關係,但基於情況仍不樂觀,恐怕仍有較大機會向下尋底。至於港股仍要受制於眾多利淡消息,恐怕會續試25,000點水平。

另今日(13日)焦點當為舜宇光學(02382.HK),以出貨量計表現相當不俗,但筆者最關注的可能是究竟產品毛利率能否恢復好表現,畢竟估值現時已不算便宜,而且如毛利率未能有顯著回升,則筆者仍相信舜宇未來仍可能面對不少挑戰。基於股價在績前已累積相當升幅,故暫不建議買入,還待業績過後再作考慮及部署。

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