港台手机设备股全面捱沽跑输 京信/丘钛/高伟急挫11%-12%
虽然苹果季绩胜预期,昨晚股价续涨2.1%曾见327.85美元纪录高。不过,由於内「武肺」疫情肆虐,肺炎确诊个案已突破7,700宗,死亡人数增至170宗。瑞信指,相关疫情将影响内地智能手机生产和销售。着名苹果分析员兼天风国际证券分析员郭明錤也指,若新型冠状病毒疫情未能於3月前显着改善,相信苹果供应与需求端可能会面临不确定性或潜在风险。
台湾加权指数於鼠年首个交易天复牌在芯片股主导追泻近5.8%,个别方面,台积电挫5%,联发科技及鸿海精密分别挫8.5%及10%,後者跌幅为近廿年最伤。
本港手机等设备股也全面跑输,丘钛(01478.HK)及高伟电子(01415.HK)四连跌,最低见10.92元及1.79元,现造11.02元及1.85元,续挫12%及11%,前者失守百天线(11.1元),成交增至1,562万股及1,438万股。京信(02342.HK)由近八年高位急吐至10天线(2.8元)之下,最低见2.7元,现造2.79元,急吐12%。
比亚迪电子(00285.HK)及通达集团(00698.HK)低见15.2元及0.81元,现造15.32元及0.82元,续跌9.1%及7.9%,前者失守50天线(15.8元)。中兴(00763.HK)四连跌,股价失守20天线(26.9元),报25.1元,续挫8.6%。小米(01810.HK)续挫8.3%报11.56元,股价失守20天线(12.05元)。鸿腾精密(06088.HK)续跌7.3%曾触及52周低位2.38元。
两大蓝筹瑞声(02018.HK)及舜宇(02382.HK)低见54.75元及126.3元,现造55元及127.7元,续挫8.2%及7.8%,後者失守50天线(135.4元)。
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