《大行報告》摩通:續看好中國科技及深度週期股份 首選瑞聲(02018.HK)及ASMPT(00522.HK)等
摩通發表研究報告指,基於內地重開和全球通脹見頂的預期、以及出現補倉跡象,亞洲科技股自10月中旬起,呈約20%的反彈,惟該行相信,仍未完全走出困境,幾個子行業的下行週期或會持續至明年,並認為定價、利潤率重設、蘋果(AAPL.US)概念股、工業及汽車等繼續成為明年下行的因素。
該行相信,呈上行空間的關鍵在於內地,儘管過去數周內地科技股大幅上漲,但內地重開的說法或推動科技股從極度超賣水平進一步走高。該行續看好中國科技及深度週期股份,並相信在未來3至4個月,內地需求復甦將成為更廣泛的消費技術範疇正面推動力,並維持近期亞洲科技股的上升趨勢。
該行表示,首選瑞聲(02018.HK)、大立光電、卓勝微(300782.SZ)、秦淮數據(CD.US)及ASMPT(00522.HK)等。
股份│評級│目標價
瑞聲(02018.HK)│增持│23港元
大立光電(3008.TW)│增持│2,500台幣
卓勝微(300782.SZ)│增持│150人民幣
秦淮數據(CD.US)│增持│10美元
ASMPT(00522.HK)│增持│75港元
(ca/u)
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