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港股異動 | 舜宇跌逾4% 南下資金近1個月持續淨流出
格隆匯 04-21 14:29
格隆匯4月21日丨舜宇(2382.HK)現報107.1港元,跌4.63%,暫成交7.9億港元,最新總市值1174億港元。據悉,南下資金近一個月持續淨流出舜宇,港股通累計持倉比例由3月13日的9.44%逐步下降至4月16日的8.31%。期間股價一度跌至90港元,創去年8月14日以來逾8個月新低。不過,大摩近日發研報指,估計受惠於中國市場回穩,料中國智能手機代工商於今年第二季度不會如iPhone般銷量下滑,估算舜宇今年第二季產品付運應最少達到按季持平,甚至可能錄得按年增長。該行料其手機鏡頭銷量可按年升9%至10%,至2020年年底前每月可維持相關產品付運量1.2億至1.3億件,重申對其“增持”評級及目標價150港元。
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