You are browsing the Hong Kong website, Regulated by Hong Kong SFC (CE number: BJA907). Investment is risky and you must be cautious when entering the market.
高盛:內地10月5G手機付運大升4倍至250萬部 看好舜宇、中興及ASM等
格隆匯 11-19 13:19

高盛發表報告表示,據中國工信部(MIIT)數據,內地10月份5G智能手機付運量錄250萬部,按月大升402%,滲透率達7%;而今年首十月5G智能手機付運量共330萬部,滲透率為1%。隨着內地11月推出5G服務,該行估計內地11月至12月5G智能手機付運量會強勁,料今年相關付運可達500萬部。

該行指,雖然內地5G手機增長強勁,但10月份內地總體智能手機付運按年仍跌5%(對比9月按年跌6%),今年首十月智能手機付運按年跌4%。

高盛表示,看好能提升市場份額的設備商,予“買入”投資評級的股份包括舜宇光學(02382.HK)、中芯(00981.HK)、ASM太平洋(00522.HK) 、聖邦股份(300661.SZ)、台積電(2330.TW)、中興(00763.HK)、立訊精密(002475.SZ)、歐菲光(002456.SZ)及穩懋(3105.TW)。但該行予瑞聲(02018.HK)及大立光(3008.TW)“沽售”評級。

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.
uSMART
Wealth Growth Made Easy
Open Account