港股异动 | 华为概念股普涨 舜宇(2382.HK)升逾3%领涨
格隆汇9月3日丨华为概念股普涨,舜宇(2382.HK)升3.48%领涨,丘钛科技、比亚迪电子、高伟电子涨逾2%,通达集团、瑞声科技、富智康集团涨逾1%。个股方面,舜宇8月以来持续获南下资金净买入,持仓比例自8月初的4.19%升至昨日(9月2日)约6.56%;其中,昨日获港股通净流入3.94亿港元。板块方面,华为公司董事徐文伟表示,华为在全球范围内已获得50多个5G商用合同,发货20多万个5G基站,接近2/3的5G基站是由华为建设的。天风国际分析师郭明錤发报告指,预计华为手机今年出货量最高可以达到2.3亿部,2020年出货量可能达到2.5亿部。预计中国手机市场受益于5G换机需求,料华为在中国市场的占有率将由今年的35–40%提升至2020年的45–50%。
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