内地苹果概念股涨2.7% 本港手机股舜宇及比亚迪电子续涨约半成
调查机构Strategy Analytics料今年全球智能手机销量按年升7%至14亿台，内地苹果概念股今早涨2.7%，个股方面有4只涨停。
本港手机股今早以舜宇光学(02382.HK)及比亚迪电子(00285.HK)表现最好，股价连升第四天，前者曾重越50天线(194.4元)，最高见196.1元，现造193.8元，续升4.8%；後者今早股价曾一举升破100天、20天、10天及50天线(44.6-46.68元)，最高见47元，现造46.4元，续升5.5%。
鸿腾精密(06088.HK)重越20天(2.55元)，最高见2.7元，现造2.61元，回升4%。丘钛(01478.HK)及京信(02342.HK)连升第二天，前者曾重越20天、50天及10天线(15.4-15.6元)，最高见15.68元，现造15.4元，续升1.6%；後者高见2.14元，现造2.13元，续升1.9%。此外，中兴(00763.HK)及蓝筹小米(01810.HK)反覆续升1.2%及1.7%，分别报19.72元及26.5元，前者股价重越110天线(19.6元)，後者股价重越50天线(26.15元)。
调查机构Strategy Analytics上周尾报告预计，今年全球智能手机批发收入按年反弹13%(去年受疫情拖累跌5%)，且料升势於未来数年将持续，主因受惠全球经济将自疫情中复苏，加上旧机已到更换周期及零部件价格提升等，而且全球步向5G也会带来动力。该行估计，今年全球智能手机销量按年升7%至14亿台，批发平均销售单价将按年升6%至294美元，意味全球智能手机批发收入将逾4,000亿美元；尤其是超高端类别(批发价600美元以上)智能手机表现将较好，主要受惠iPhone 12表现，料贡献全年整体批发收入近半。按地区划分，该行料中国、美国、印度及日本将贡献整体智能手机批发收入的54%，但印度及巴西於销量及售价方面则存在下行风险，主因受当地疫情仍然严影响较大，但总体而言仍对换机周期及新用户等维持温和乐观看法。
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