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中金:料手機設備股本月迎來投資機會 關注瑞聲(2018.HK)等
格隆匯 12-03 16:43
中金髮表報告指,10月22日至11月22日期間手機設備A股及H股造好,相關公司市值升幅達5.1%。該行表示,若公司近期價值上升及增長強勁,需注意有投資者獲利回吐,惟中長期而言對手機硬件設備之創新及增長仍然有信心,主要來自5G智能手機及人工智慧物聯網。
該行預期,本月機遇包括電感元件及積層陶瓷電容器(MLCC)市場回覆,主要由於5G手機存貨於末季錄得增長。另外華為VR GLASS眼鏡於本月推出,亦將推動人工智慧物聯網發展,基於以上趨勢,關注瑞聲(2018.HK) 等股份。該行對瑞聲盈測不變,目標價70港元,評 級“ 跑贏大市 ”。

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