手機產業鏈股普漲 舜宇、瑞聲漲超4%領漲
格隆匯12月5日丨港股市場手機產業鏈股普漲,其中,舜宇、瑞聲科技漲超4%,比亞迪電子和通達集團漲超3%,丘鈦科技漲超2%。在特朗普發表悲觀言論後,又有跡象顯示貿易協商仍在取得進展。另外,據國外金融機構預測,iPhone 12系列會有四款機型,且都支持5G,意味着蘋果在明年會全面發力5G。而摩根大通分析師在週一發佈的一份報告中預測,蘋果可能會改變其iPhone的發佈策略,從2021年開始,每年推出兩次新設備,這將有助於撫平其產品發佈的季節性,相關產業鏈股將受益。中金最新報告稱,料手機設備股本月迎來投資機會,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,對瑞聲盈測不變,目標價70港元,評級“跑贏大市”。
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