植耀輝: 企業季績左右美股去向 港股支持看24,000點
耀才證券研究部總監植耀輝稱,美股上周在憧憬援助方案的因素下有理想表現,全周計,道指累升3.3%,為8月以來最大單周升幅,標普500指數及納指則分別上升3.8%及4.6%,為7月以來最佳單周表現。不過,本周開始當地企業將陸續公布第三季業績表現,此外援助措施方案一拖再拖以及總統選情亦會對後市行為有相當大影響。預期美股走勢將維持震盪。
港股方面,早段跟隨A股上揚,惟午後走勢轉差。阿里巴巴(09988.HK)及一眾科技股由升轉跌,亦令大市表現進一步轉弱,最終恆指收報24,119點,下跌74點,成交則回升至1,125.47億元。隨著北水回歸,預期將左右港股表現,同時內地本周亦會陸續公布經濟數據,預期將對港股有一定啟示。另一方面,中美關係最新發展亦會左右投資市場氣氛,預期港股暫會繼續維持區間上落,於24,000點水平爭持。
股份方面,舜宇(02382.HK)上周收市後公布9月出貨量數據,當中除手機鏡頭同比增速有所減慢外(由8月份之79%輕微放緩至66%),其餘產品出貨量增速均有所加快,反映業務似乎並未太受疫情影響。不過,筆者較關注仍是未來發展方面,特別是主要競爭對手大立光對行業看法較悲觀,意味未來發展仍充滿挑戰。事實上,基於華為手機出貨量之不確定性,對高端鏡頭出貨量肯定會有影響,加上行業競爭依然激烈,毛利率或會有所受壓,故雖然短期或有蘋果推新手機之利好消息支持,只是未來發展存較大變數,故如本周有所反彈,宜減一減磅會較好。
(筆者為證監會持牌人,並未持有相關股份)~
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