中金:大立光收入指引正面 反映iPhone 11銷售優預期
中金髮表報告表示,台灣光學光電設備製造商大立光日前第三季業績顯示,收入按年升13%、按月更升31%至185億新台幣創歷史高位,主要反映蘋果iPhone及華為Mate系列光學升級及備貨進度良好。
大立光預計今年10月收益基本上與9月一致,11月則可能稍有下滑。該行認為,相對於去年iPhone XS系列銷售差過預期,今年第四季之收入指引正面。
該行認為,由於iPhone 11銷售好過預期,建議投資者留意立訊精密(002475.SZ)、工業富聯(601138.SH)、瑞聲科技(2018.HK)
、歌爾股份(002241.SZ)及藍思科技(300433.SZ)等蘋果概念股第三季的業績,以及iPhone加單後對產業鏈帶來的正面利好作用。
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