港股异动 | 瑞声科技(2018.HK)跌逾3% 大行料旗下核心业务承压
格隆汇9月20日丨瑞声科技(2018.HK)现报45.3港元,跌3.62%,暂成交4.5亿港元,最新总市值547.5亿港元。据悉,瑞声科技近期股价持续上扬,9月以来截至目前股价已累涨逾35%,远远跑赢同期大市。摩通最新发研报指,瑞声近日上涨主要是市场憧憬iPhone及华为推出Mate 30需求会优于预期,但该行仍认为瑞声旗下声学及触感回应器业务仍会承压,并估计公司旗下光学业务仍需时间以取得有意义的盈利贡献。该行指,市场估计高端型的iPhone会潜在采用双触感回应器,或扭转瑞声相关业务的盈利能力,但该行认为憧憬只属炒作,估计iPhone不大可能在2020年度采用双触感回应器,而安卓手机相关贡献占比有限。维持“中性”评级及目标价38港元(相当预测明年市盈率13倍)。
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