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瑞聲/比亞迪電子/丘鈦/舜宇逆吐5.5%-9% 5G續受捧 美國限制全球晶片商向華為供貨
阿思達克 05-18 11:12
美國商務部限制全球晶片商向華為供貨,內地官媒警告中方可能會以調查蘋果及高通等美國科技公司作為反制,消息拖累高通上周五股價挫約半成,蘋果也受壓,費城半導體指數曾急挫4%,收吐2.2%。本港手機設備股今早也逆市捱沽,尤其是遭野村降價至135元的舜宇(02382.HK)一舉跌破20天及10天線(116.2元),最低見111.9元,現造111.3元,急吐9.1%,成交增至1,098萬股。

瑞聲(02018.HK)跌破50天線(40.84元),最低見39.8元,守穩10天線(39.35元),現造40.3元,吐5.5%。丘鈦科技(01478.HK)低見9.83元,現造10.02元,急吐7.4%,成交增至1,054萬股。

比亞迪電子(00285.HK)一舉跌破20天及10天線(17.1元及17.34元),最低見16.4元,現造16.52元,吐5.9%,成交增至924萬股。高偉電子(01415.HK)跌2.5%報2.32元。通達集團(00698.HK)跌2%報0.5元。中興(00763.HK)反覆(曾低見21.8元)跌0.2%報22.75元。

不過,5G相關股續受捧,尤其是中通(00552.HK)及京信通信(02342.HK)升破50天線,最高見5.77元及3.45元,現造5.71元及3.41元,續升6.9%及7.2%,成交增至1,288萬股及6,528萬股。長飛光纖(06869.HK)高見14.7元,現造14.6元,回升2.7%。小米(01810.HK)高見12.44元,創逾兩個月高,現12.24元,續升2.3%。此外,中芯(00981.HK)屢創逾16年高,最高見20.7元,現造19.64元,續升2.5%。

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