You are browsing the Hong Kong website, Regulated by Hong Kong SFC (CE number: BJA907). Investment is risky and you must be cautious when entering the market.
港股異動 | 手機產業鏈個股走弱 知名分析師郭明錤稱國內各安卓手機品牌已削減近20%訂單
格隆匯4月1日丨手機產業鏈個股走弱,瑞聲科技跌4.64%,舜宇光學跌近4%,富智康集團和通達集團跌約2%。天風國際分析師郭明錤在Twitter發文表示,中國主要安卓(Android)手機品牌今年迄今已削減約1.7億部訂單,相當於今年原出貨計劃的20%。其中,70%以上的訂單使用聯發科芯片。他指出,由於消費者信心低迷,預料未來幾個月的訂單可能會繼續減少。郭明錤又稱,過去一至兩年,射頻前端晶片供應緊張。不過,目前部分智能手機品牌Skyworks和Qorvo射頻前端晶片的庫存水平,已足以應付超過6至9個月的需求。

Follow us
Find us on Facebook, Twitter , Instagram, and YouTube or frequent updates on all things investing.Have a financial topic you would like to discuss? Head over to the uSMART Community to share your thoughts and insights about the market! Click the picture below to download and explore uSMART app!
Disclaimers
uSmart Securities Limited (“uSmart”) is based on its internal research and public third party information in preparation of this article. Although uSmart uses its best endeavours to ensure the content of this article is accurate, uSmart does not guarantee the accuracy, timeliness or completeness of the information of this article and is not responsible for any views/opinions/comments in this article. Opinions, forecasts and estimations reflect uSmart’s assessment as of the date of this article and are subject to change. uSmart has no obligation to notify you or anyone of any such changes. You must make independent analysis and judgment on any matters involved in this article. uSmart and any directors, officers, employees or agents of uSmart will not be liable for any loss or damage suffered by any person in reliance on any representation or omission in the content of this article. The content of the article is for reference only and does not constitute any offer, solicitation, recommendation, opinion or guarantee of any securities, virtual assets, financial products or instruments. Regulatory authorities may restrict the trading of virtual asset-related ETFs to only investors who meet specified requirements. Any calculations or images in the article are for illustrative purposes only.
Investment involves risks and the value and income from securities may rise or fall. Past performance is not indicative of future performance. Please carefully consider your personal risk tolerance, and consult independent professional advice if necessary.
uSMART
Wealth Growth Made Easy
Open Account