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國產光刻機題材發酵,中芯短線能否挑戰75.4元高位?
Ge Long Hui· 2025-09-18 07:35
中芯國際(00981)近期走勢引發市場關注,股價在震盪中尋找明確方向。截止10点10分,股价高见72.元,升幅6.87%。從技術分析來看,目前股價處於關 鍵位置,多項指標顯示短線存在交易機會。根據最新數據,中芯的相對強弱指數(RSI)已達70水準,顯示市場處於超買狀態,但買賣力量暫時維持中立。 這種技術形態往往預示著股價可能進入整理階段,投資者需要密切關注後續動向。 回顧9月17日專欄【中銀做客】中,我們的嘉賓中銀董事Niki分析到:如果有一直關注我們節目的投資者都有留意到,我們一直都有講到981股 份。一路都有跟大家講晶片股份,消息面有收購合併。中芯A股方面和華虹都有停牌。最近新聞講中芯中芯國際正在測試由上海初創公司宇量昇 製造的深紫外光刻機。目前有國產自己的光刻機的測試,這個消息令投資者比較興奮。今日股價飆升,收市升幅7.12%,股價67.7元的位置。晶 片這個板塊,一直都有提醒大家要留意。今日有資金流入。雖然有少量資金流入淡倉,但投資者都比較相信這個板塊,繼續部署好倉。比如中芯 國際的認購證(20316),行使價73.85,明年4月份到期,槓桿有3.5倍。同樣華虹國際(01347)也是晶片股,相關的認購 ...
每日投资摘要
EBSCN· 2025-05-14 07:13
Market Overview - The Hang Seng Index closed at 23,108.27 points, down 1.87% for the day and up 15.20% year-to-date[6] - The Technology Index fell by 3.26% to 5,269.66 points, with a year-to-date increase of 17.94%[6] - The total turnover decreased by 31.8% to HKD 219.845 billion[8] Company Performance - Micron Robotics (2252.HK) raised HKD 380 million through a 13.8% discounted placement, with major shareholder intending to reduce stake from 48.08% to 43.98%[8] - Samsonite (1910.HK) reported a first-quarter profit of HKD 48.2 million, a year-on-year decline of 42.55%, with net sales of HKD 797 million, down 7.33%[8] Economic Indicators - The one-month HIBOR is at 1.57%, the lowest in two and a half years[8] - The U.S. Consumer Price Index (CPI) growth rate was lower than expected, contributing to a rise in U.S. stock markets[8] Investment Recommendations - Cathay Pacific (293.HK) is recommended for purchase at HKD 9.60, with a target price of HKD 10.50 and a stop-loss at HKD 8.50[16][17] - Tencent Holdings (700.HK) has a suggested buy price of HKD 390, with a target price of HKD 450[12] Commodity Prices - New York crude oil closed at USD 63.67, up 2.78%[8] - New York gold settled at USD 3,247.80, an increase of 0.61%[8] Bond Yields - The U.S. 10-year Treasury yield is at 4.4729%, with a year-to-date change of -9.61 basis points[23]