晶片股普遍逆美國同業及大市受壓 上海復旦(01385.HK)及宏光(06908.HK)挫逾4%-10%
晶片業巨擘博通(AVGO.US)擬以總代價610億美元(現金加股票)收購雲計算公司VMware(VMW.US),向高度專業化的軟件領域擴張,有利公司獲得更大的利潤。這宗交易為芯片製造商歷來最大規模及史上第三大科技收購,規模僅次於微軟(MSFT.US)以690億美元收購動視暴雪(ATVI.US)和戴爾(DELL.US)於2016年以670億美元收購EMC。消息刺激美股昨晚一眾晶片股升逾2%-6.5%,上季收入創紀錄高輝達(NVDA.US)、應用材料(AMAT.US)及超微半導體(AMD.US)升幅最大,推動費城半導體指數續漲3.9%。
然而,本港芯片股今天普遍逆市向下,尤其是宏光半導體(06908.HK)由近兩個月高位掉頭三連挫,今天股價一舉失守10天及20天線(3.63元及3.78元),最低見3.4元,現報3.42元,續挫10%。上海復旦(01385.HK)隨其A股(跌2.8%)反覆回吐4.6%報27.25元,股價重失10天線(27.5元)。
恆指新貴中芯(00981.HK)也隨其A股(跌1.2%)反覆回軟,最高見17.46元(受制百天線),最低見16.96元,現報17.02元,微吐0.2%。華虹半導體(01347.HK)反覆續跌0.2%,報27.7元。
然而,ASM(00552.HK)四連跌後,今天反覆回升1.3%報68.7元。
恆指在科指及工商分類指數曾飆升4.9%及4.9%推動,最多急彈663點或3.3%高見20,779(受制50天線20,849),升幅逐步收窄,午後低見20,499,現報20,515,僅回升399點或2%,成交額917億元。
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