《大行》里昂:中國科技股中期業績料穩健 首選瑞聲(02018.HK)小米(01810.HK)中芯(00981.HK)
里昂發表研究報告指,雖然上半年中國智能手機市場表現遜預期,但仍相信中國科技企業中期業績將表現穩健,iPhone在中國市場通過降價顯着刺激銷售,安卓產品持續升級光學配置,均推動需求增長。
該行指,市場對中美關稅政策的擔憂,加快PC提前交付,聯想集團(00992.HK)在美國市場提價後需求仍然穩定,相信有助緩解投資者對iPhone可能漲價的憂慮,將聯想截至6月底止首財季純利預測從3.01億美元上調3.21億美元,維持「跑贏大市」評級及目標價11元不變。
里昂目前列瑞聲科技(02018.HK)、小米(01810.HK)及中芯(00981.HK)爲首選股,指出瑞聲上半年增長正步入正克,預測中期盈利可按年增長49%至8億元人民幣,維持「高度確信跑贏大市」評級,目標價66.1元不變。該行又預測中芯次季收入將按季增長1%,將目標價微升至59.2元,評級同爲「跑贏大市」。至於高偉電子(01415.HK),由於近期股價漲幅較大,里昂不再列其爲首選。
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