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恆指升幅擴至逾250點 手機設備股受捧 舜宇及瑞聲升4%-5% 通達急漲17%
瑞聲科技(02018.HK)上季少賺逾57%,符合上月初盈警預測少賺51%-61%,加上料末季業務將會改善,該股由今早最低位31.45元掉頭重越10天及20天線(32.6元及33.15元),午後高見34.25元,現報33.4元,回升5%,成交急增至1,197萬股。瑞聲中午公布,今年第三季純利按年跌57.4%至1.83億元人民幣。期內,營收按年減少6%至42.46億人民幣;毛利率按年降0.9個百分點至22.7%。公司績後表示,隨著第四季上游晶片短缺情況緩解和客戶訂單恢復,塑膠鏡頭出貨量和毛利率有望恢復到正常水平。此外,隨著海外疫情一次性影響得到緩解,預計第四季安卓聲學產品的毛利率將會逐步恢復。 日前公布10月手機鏡頭出貨量按年跌近28%的舜宇光學(02382.HK)由今早最低位205元,掉頭節節向上兼重越20天、10天及50天線(208.7-214元),午後高見218元,現報215.6元,續升4.2%。 其餘手機設備股也造好,尤其是通達(00698.HK)急漲逾17%報0.305元,股價重越百天線(0.3元)。中興(00763.HK)升2.9%報22.75元,股價重越10天及牛熊線(22.4元及22.6元)。 丘鈦科技(01478.HK)10月攝像頭模組銷量按年升6.7%至3,980.6萬件,按月減少7.4%。今天股價反覆重越10天及20天線,報11.46元,續升3.4%。 憧憬發債融資回暖的四大藍籌內房潤地(01109.HK)/龍湖(00960.HK)/碧桂園(02007.HK)/中海外(00688.HK)續漲逾半成,帶動地產板塊急漲3%,金融板塊也反覆升1.1%,支撐恆指午後抽升258點或1%,報25,254,成交額1,021億元。
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