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招銀國際:手機板塊回調是吸納機會 看好小米及比亞迪電子
格隆匯 09-10 15:39

招銀國際指,認為手機相關股份近期受壓,回調是吸納個別行業領導者的機會。

報告指,利好因素包括5G 版iPhone 12啟動新產品週期、三星及小米市場份額搶佔、中國的5G滲透率將因網絡覆蓋增加及廉價5G 手機推出而提升,而蘋果在9月15日及10月中發佈新產品將成為催化劑。看好小米(1810.HK),及受惠蘋果、小米訂單的比亞迪電子(0285.HK)。

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