摩通料科技股升势可持续 维持「增持」评级
摩通发表报告指,科技股惊人的升势可以持续下去,建议继续持有科技股。
报告提到,随着疫情爆发令商业务加深对互联网的依赖,无论硬件抑或软件,科技股各板块今年皆跑赢大市。与过往科网股泡沫不同,目前科技股的升势有强劲的盈利及现金流所支持,故维持对科技「增持」的评级。
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