港股異動 | 蘋果概念股全線上漲 機構指蘋果鏈概念股等產業仍是今年主線
格隆匯2月4日丨港股蘋果概念股全線上漲,通達集團(0698.HK)漲8.24%,高偉電子(1415.HK)、富智康集團(2038.HK)等漲逾5%。IDC指,2019年第四季度蘋果奪得全球智能手機出貨量冠軍。中信建投指,歷史上在爆發期內行情波動較為劇烈,短期交易風險較大,但是也會進入市場低位,帶來極好的買入機會。當疫情得到有效控制後,電子供應鏈有望恢復平衡,電子行業有望迎來較為大幅的反彈。建議密切關注疫情發展動態,擇時佈局。重申,疫情對電子供需影響整體有限,5G、半導體、蘋果鏈仍是20年主線,看好2020年5G創新、半導體板塊和蘋果產業鏈表現。

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