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港股异动 | 耐世特(1316.HK)涨5% 其最大客户通用汽车料次季业务好于预期
格隆汇6月10日丨耐世特(1316.HK)高开高走,盘中高见11.48港元创今年3月19日以来近3个月新高,现报11.44港元,涨5.08%,暂成交5365万港元,最新市值286.98亿港元。大摩发表报告表示,耐世特最大客户通用汽车预期今年第二季业务表现较早前预期为好,主因由芯片供应短缺压力放缓较预期快及订单提前交付所带动。同时通用汽车计划转移其半导体以扩大其利润率更高的货车生产,料对耐世特有利。该行料耐世特未来15天股价会上升,机会率高达70%至80%,予其“增持”评级及目标价15港元。

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