內地蘋果概念股漲2.7% 本港手機股舜宇及比亞迪電子續漲約半成
調查機構Strategy Analytics料今年全球智能手機銷量按年升7%至14億台，內地蘋果概念股今早漲2.7%，個股方面有4隻漲停。
本港手機股今早以舜宇光學(02382.HK)及比亞迪電子(00285.HK)表現最好，股價連升第四天，前者曾重越50天線(194.4元)，最高見196.1元，現造193.8元，續升4.8%；後者今早股價曾一舉升破100天、20天、10天及50天線(44.6-46.68元)，最高見47元，現造46.4元，續升5.5%。
鴻騰精密(06088.HK)重越20天(2.55元)，最高見2.7元，現造2.61元，回升4%。丘鈦(01478.HK)及京信(02342.HK)連升第二天，前者曾重越20天、50天及10天線(15.4-15.6元)，最高見15.68元，現造15.4元，續升1.6%；後者高見2.14元，現造2.13元，續升1.9%。此外，中興(00763.HK)及藍籌小米(01810.HK)反覆續升1.2%及1.7%，分別報19.72元及26.5元，前者股價重越110天線(19.6元)，後者股價重越50天線(26.15元)。
調查機構Strategy Analytics上周尾報告預計，今年全球智能手機批發收入按年反彈13%(去年受疫情拖累跌5%)，且料升勢於未來數年將持續，主因受惠全球經濟將自疫情中復甦，加上舊機已到更換周期及零部件價格提升等，而且全球步向5G也會帶來動力。該行估計，今年全球智能手機銷量按年升7%至14億台，批發平均銷售單價將按年升6%至294美元，意味全球智能手機批發收入將逾4,000億美元；尤其是超高端類別(批發價600美元以上)智能手機表現將較好，主要受惠iPhone 12表現，料貢獻全年整體批發收入近半。按地區劃分，該行料中國、美國、印度及日本將貢獻整體智能手機批發收入的54%，但印度及巴西於銷量及售價方面則存在下行風險，主因受當地疫情仍然嚴影響較大，但總體而言仍對換機周期及新用戶等維持溫和樂觀看法。
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