港股異動 | 舜宇(2382.HK)和瑞聲科技(2018.HK)均大跌超5% 分列國指和恆指表現最差成分股
格隆匯8月25日丨舜宇(2382.HK)跌近5%,暫為表現最差國指成份股,報118.8港元,近6個交易日累跌約20%,總市值1303億港元。“難兄難弟”瑞聲科技(2018.HK)則跌5.66%,暫為表現最差恆指成份股,近14個交易日累跌約20%。高盛公司將舜宇評級下調至賣出,目標價81港元。瑞銀髮表研究報告將舜宇的投資評級由買入下調至中性,認為其短期上行空間有限,目標價由原來的135元下調至130元。該行認為,增速放緩及平均售價的上行空間有限,這或會限制其盈利增長,儘管其相機模組業務的盈利能力改善。瑞信發表的研究報告指,瑞聲次季收入及淨利分別按年升12%及跌21%,雖然收入表現符預期,但淨利則差過預期,毛利率按年收窄1.8個百分點至23.3%,較該行預測低2.7個百分點。


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