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港股異動 | 瑞聲科技(2018.HK)逆勢漲超6% Q3業績超預期 獲摩通上調評級至“增持”
格隆匯 11-10 13:36
格隆匯11月10日丨昨日收漲3.35%的瑞聲科技(2018.HK)今日繼續逆勢走高,現漲6.49%報17.72港元,暫成交3.78億港元,最新市值213億港元。瑞聲科技今日午間公佈第三季度業績稱,Q3營收53.7億元(人民幣,下同),超預期的48.7億元;淨利潤2.34億元,超預期的2.13億元。摩通最新將瑞聲的評級由“中性”上調至“增持”,目標價由16港元上調至23港元。該行表示,對瑞聲的光學業務仍有憂慮,但對其聲學、觸控反饋及精密加工部件業務看法更為正面,受惠於客户新訂單。 該行預測瑞聲聲學產品明年及後年銷售各升7%,相信公司將取得真無線立體聲(TWS)市佔,基於現有供應商的產品質素問題。預計公司在美國消費者手提電腦市佔擴大,足以抵銷手提電腦市場收縮。安卓觸控反饋交付明年亦會在需求反彈下上升。

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