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手機股跑輸大市 高偉、丘鈦、比電及瑞聲續跌4%-7%
美聯儲多位官員發表鷹派言論,美匯指數再度升破108,指標十年期債息逼近3釐,市場重燃對局方激進加息憂慮,納指繼上週五在高增長權重股及費城半導體指數捱沽拖累急吐2%後,納指一百期貨續跑輸,最低見13,177,現報13,202,續跌0.5%。本港科指三連跌,今早跌1.4%至4,125獲承接,曾收復所有失地高見4,193,現報4,183,跌0.2%。此外,恆指在網易(09999.HK)升4%,以及京東(09618.HK)、美團(03690.HK)、安踏(02020.HK)、李寧(02331.HK)和碧服(06098.HK)倒升1.5%-5%支撐,收復曾回吐208點所有失地,倒升高見19,823,現報19,797,倒升24點,總成交額414億元。 然而,手機股今早跑輸大市。次季少賺83%藍籌小米(01810.HK)低見11.02元創逾三個月低,現報11.22元,回吐3.8%。裏昂表示,小米第三季前景仍然具挑戰,該行料收入或下跌低單位數,經調整盈利按年倒退逾40%。 瑞聲(02018.HK)三連跌,尤其是今早跌破本月初所創低位13.68元,最多挫8.5%低見13.42元,創至少逾八年低,現報13.62元,挫7.2%,爲最傷科指成份股,成交增至825萬股。 藍籌舜宇(02382.HK)四連跌,最低見112.2元,現報113.9元,續跌2.8%。高偉電子(01415.HK)由高位連續第二天回落兼失守10天線(16.68元),高低見17.24元/16.1元,現報16.38元,續吐4%。丘鈦科技(01478.HK)四連跌,今早失守10天線(4.74元),現報4.63元,續跌3.7%。同爲藍籌聯想集團(00992.HK)扭兩連升重失20天線(7.14元),最低見6.93元,現報6.99元,回吐2.8%。比亞迪電子(00285.HK)三連跌,最低見20元,現報20.4元,續跌4.7%,爲表現第二弱科指成份股。
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