植耀輝: 貿戰消息主導後市 舜宇(02382.HK)前景有憧憬
耀才證券研究部總監植耀輝稱,雖然美國11月私人新增職位以及供應管理協會(ISM)數據數據均遜預期,但受有消息指中美首階段貿易協議有機會於年內簽署,隔晚(4日)美股三大指數均造好,當中道指上升146點或0.53%,收報27,649點,標普500指數及納指則分別收報3,112點及8,566點,上升0.63%及0.54%。
港股昨日走勢依然偏弱,投資者繼續關注中美貿易最新狀況。當然,中美隔晚又再傳出好消息,對今日(5日)港股料有正面支持,只是一日未正式落實相關協議,恐怕投資者仍會抱有戒心,畢竟過去已曾多次出現「狼來了」的情景矣。預期恆指將於26,100至26,500點上落。股份方面,受美方再度發出針對華為的負面消息影響,手機設備股走勢跑輸大市。不過筆者相信,由5G衍生之商機,包括AR、VR及無人駕駛等對鏡頭需求有相當殷切,所以未來發展前景仍審慎樂觀,舜宇(02382.HK)若回落至115元以下,可考慮分階段增持。
(筆者為證監會持牌人,並未持有相關股份)~
阿思達克財經新聞
網址: www.aastocks.com
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 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. Any calculations or images in the article are for illustrative purposes only.
Investment involves risks and the value and income from securities may rise or fall. Past performance is not indicative of future performance. Please carefully consider your personal risk tolerance, and consult independent professional advice if necessary.