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港股異動 | 手機產業鏈股走強 券商稱消費電子底部明確
格隆匯12月9日丨手機產業鏈股走強,東江集團漲3%,舜宇光學、丘鈦科技漲2%,比亞迪電子、富智康集團漲1%,瑞聲科技跟漲。中信證券發佈研究報吿稱,消費電子目前底部明確,從供應鏈看,蘋果鏈明年面臨匯率波動、產業鏈外遷等風險,疊加ASP、份額提升紅利邊際減弱,供應鏈表現或相對穩定。安卓鏈伴隨去庫存效果逐步顯現,相關供應鏈公司稼動率有望提升,進而驅動盈利水平改善,業績或迎底部反彈。未來消費電子需求有望逐步復甦,關注兩條主線:1)安卓客户佔比高,未來受益安卓端手機、AIoT等需求復甦的公司。2)主業相對穩定,並且外延佈局汽車、風光儲等領域的公司。

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