手机产业链股普涨 舜宇、瑞声涨超4%领涨
格隆汇12月5日丨港股市场手机产业链股普涨,其中,舜宇、瑞声科技涨超4%,比亚迪电子和通达集团涨超3%,丘钛科技涨超2%。在特朗普发表悲观言论后,又有迹象显示贸易协商仍在取得进展。另外,据国外金融机构预测,iPhone 12系列会有四款机型,且都支持5G,意味着苹果在明年会全面发力5G。而摩根大通分析师在周一发布的一份报告中预测,苹果可能会改变其iPhone的发布策略,从2021年开始,每年推出两次新设备,这将有助于抚平其产品发布的季节性,相关产业链股将受益。中金最新报告称,料手机设备股本月迎来投资机会,该行预期,本月机遇包括电感元件及积层陶瓷电容器(MLCC)市场回复,主要由于5G手机存货于末季录得增长。另外华为VR GLASS眼镜于本月推出,亦将推动人工智慧物联网发展,基于以上趋势,关注瑞声(2018.HK)等股份,对瑞声盈测不变,目标价70港元,评级“跑赢大市”。
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