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港股異動丨蘋果概念股持續上漲,鴻騰精密漲超19%,月內股價翻倍
港股蘋果概念股持續拉昇上揚,尤其是鴻騰精密漲超19%表現十分搶眼,月內股價更是翻倍,比亞迪電子漲3%,丘鈦科技、富智康集團、高偉電子漲超1%,瑞聲科技漲0.7%。消息上,鴻騰精密日前發佈中期業績,上半年取得營收23.05億美元,同比增加11.53%;公司擁有人應佔利潤3151.1萬美元,同比減少3.11%。招銀國際發佈研報稱,在與管理層進行業績後NDR交流後,該機構看好鴻騰在第二季度業務轉型加速。另外,中信證券日前研報指出,蘋果公司將承諾對美國國內製造業新增1000億美元投資,認爲這是蘋果進一步規避硬件產品未來面臨懲罰性關稅的措施。當前A/H股果鏈代表公司估值較低,看好果鏈階段性利空落地帶來的情緒修復;該行也看好蘋果2025-27年的硬件創新週期。(格隆匯)

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