大行評級|里昂:比亞迪電子、高偉電子、聯想及瑞聲估值被低估 予“跑贏大市”評級
里昂發表研究報告指,美國關稅除影響蘋果產品的運輸,導致零售價上漲外,蘋果供應商的利潤率亦可能因營運槓桿下降而受壓,但考慮到蘋果供應商的利潤率已經處於較低水平,相信不需要直接承擔關稅額外成本。
該行又指,目前比亞迪電子、高偉電子、聯想集團、瑞聲科技和立訊精密估值被市場低估,中芯國際和舜宇光學則是受美國關稅的影響極小,但股價仍也被拖累,相信可爲投資者提供了良好入市時機,全數給予“跑贏大市”評級。
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