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郭家耀: 觀望聯儲議息港股料反覆 舜宇(02382.HK)手機相機升級加速
阿思達克 06-15 09:51
正榮金融業務部副總裁郭家耀稱,美股周一(14日)個別發展,債息回升拖累道指早段一度急挫,收市前跌幅顯著收窄,科技股走勢向好,帶動標普500指數及納指再創收市新高。美元反覆偏軟,美國十年期債息重返1.50厘水平,油價反覆向下,金價顯著受壓。港股預託證券個別發展,預料大市早段缺乏方向。內地股市上周五個別發展,滬綜指高開低走,收市下跌0.6%,滬深兩市成交額超過萬億元水平。

港股上周五繼續受制29,000點阻力,大市成交維持清淡。市場觀望今周聯儲局議息會議結果,預料指數走勢未有太大變化,繼續維持於28,500至29,500點水平上落。

另舜宇(02382.HK)公布5月份手機鏡頭出貨量9,941萬件,按年增長2%,按月下跌19.7%。此外,手機攝像模組出貨量5,538.5萬件,按年上升16%,按月下跌12.7%,主要因為受海外疫情及國內智能手機市場需求放緩影響。期內,車載鏡頭出貨量661.4萬件,按年上升1.6倍,按月亦升8%,主因公司車載鏡頭市場份額的上升及去年同期受疫情影響。

舜宇車載鏡頭出貨量增長強勁,舜宇光學已是全球最大的車載鏡頭供應商。舜宇其他光電產品增長78%至2,400萬台。由於6月份仍處手機出貨量淡季,相信舜宇手機鏡頭出貨量與5月份表現相若。公司認為618購物節將有望提升內地智能手機需求,並期望智能手機相機升級趨勢在下半年加速。舜宇將舉行2021年投資者日,公司或更新技術發展路線圖和近期業務展望,將對短期股價帶來推動作用。

(筆者為證監會持牌人,沒持有上述股份)~

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