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港股異動 | 手機產業鏈股普漲 大摩認為手機股最壞時間已過 全線調升目標
格隆匯 07-09 14:05
格隆匯7月9日丨手機產業鏈股普漲,其中通達集團漲9.62%,丘鈦科技漲逾8%。摩根士丹利發表最新報告認為手機行業最差時間或已過。該行認為,韓國三星繼續提高預測,華為開始增加部分中階手機訂單。另外,小米和OPPO等也在增加第三季訂單。大摩表示,即使近期手機供應鏈股價已經上漲,但尚未完全反映明年行業前景。當中,該行認為小米第二季表現已見底,目標價由14港元上調28.6%至18港元,評級“增持”。丘鈦科技和瑞聲科技目標價分別由9港元和40港元,上調至14港元和60港元,兩股評級“與大市同步”。另外,大摩在另一份報告表示,舜宇轉向客户多元化的舉措正在取得成 效,而豪車鏡頭業務復甦有望快過汽車業整體復甦步伐,目標價由150港元上調至170港元,評級“增持”。

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