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港股異動 | 偉仕佳傑升超7% 股價創近4個月新高 較4月低點已反彈約80%
格隆匯 06-17 15:46
蘋果概念股偉仕佳傑(0856.HK)午後進一步上揚,一度升7.81%至7.73港元,股價創今年2月25日以來近4個月新高,較4月7日盤中創下的階段新低4.313港元已累計反彈約80%。消息面上,阿里巴巴發佈升級版Qwen3,全系適配蘋果MLX架構。研究公司Counterpoint Research的數據顯示,5月蘋果iPhone在中國市場的銷量上升至第一位,4月和5月期間全球銷量同比增長15%,是自新冠疫情以來,該科技巨頭在這兩個月期間的最強勁表現。此外,平安證券(香港)報吿指出,偉仕佳傑是亞太地區領先的科技產品解決方案及IT服務平台,公司已與阿里雲、華為雲、AWS等頭部雲廠商建立深度合作。未來隨着公司雲計算業務的高速發展,潛在估值提升空間巨大。給予公司9.16港元的目標價,首次覆蓋給予“強烈推薦”評級。(格隆匯)

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