植耀輝: 美股反覆未見方向 港股繼續區間上落
耀才證券研究部總監植耀輝稱,美股上周五(11日)持續波動,道指雖然一度升近300點,惟中段一度倒跌,收市前又再度回升,最終上升131點或0.5%,收報27,665點。至於納指表現亦令人失望,早段高開後持續回落,尾市雖見反彈,但收市仍跌66點或0.6%,收報10,853點。標普500指數則微升1點,收報3,340點。全周計,道指下跌1.7%,標普500指數下跌2.5%,納指則錄得自3月以來最大單周跌幅,累跌4.1%。
至於港股,上周五出現反彈,並再度重上24,500點水平,不過成交量卻縮減至不足1,000億元,反映投資者並未急於進場,以及對後市看法仍較審慎。當然,港股上周五上升之餘,科技股再度有資金吸納,但相信是與美股期貨回升,以及北水買入有關,只是過去一段時間中美因素繼續困擾市場氣氛,故預期港股將繼續於24,100至24,600點水平上落。
亦可談談舜宇(02382.HK)表現。集團上周五公布8月出貨量數據,當中手機及車載鏡頭出貨量有所加快,惟手機攝像頭模頭增速則有所放緩,不過整體而言亦屬不俗,然而投資者較擔心的是華為未來手機出貨量若下跌,對公司之實際影響以及行業競爭加劇等因素。所以雖然現價確有一定吸引力,但還是待股價回落至早前低位約112元附近再作考慮。
(筆者為證監會持牌人,並未持有相關股份)~
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 this article is for reference only. It does not constitute an offer, solicitation, recommendation, opinion or guarantee of any securities, financial products or instruments.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.
Investment involves risks and the value and income from securities may rise or fall. Past performance is not indicative of future performance.