港股異動丨手機股普遍受壓 郭明錤稱鴻海復工不樂觀
格隆匯2月10日丨手機股普遍受壓,其中富智康集團(2038.HK)跌近4%領跌,報1.27港元,成交4053萬港元,總市值104億港元。知名蘋果分析師、天風國際的郭明錤郭明錤估計,iPhone兩大組裝廠商鴻海及和碩,內地廠房復工不樂觀。鴻海iPhone主要生產據點落在內地鄭州、深圳、太原及印度等地,當中鄭州為iPhone主要生產據點,主要負責生產iPhone 11,郭明錤估計,原預計今早復工,目前已推遲至少一週,估計復工率約40至60%。他又稱,深圳則負責開發今年下半年新款iPhone,開發團隊於春節期間無休假,餘下人力缺口原預計今日開始恢復,現已推遲至少約一週,估計復工率為30至50%。另外,《日經亞洲評論》引述多名消息人士報道,蘋果公司主要生產合作夥伴鴻海旗下位於深圳及鄭州的工廠,原本計劃今天逐步恢復生產,但被內地政府叫停。
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