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藍思科技(06613.HK)曾炒高15%破頂 憧憬iPhone 17下月面世
蘋果公司(AAPL.US)剛宣佈,計劃於當地時間9月9日上午10點舉行大型秋季產品發佈會,預計將推出iPhone 17系列。藍思科技(06613.HK)今早(27日)大幅高開7.9%,初段曾漲15.1%,高見29.88元創H股上市高。現報28.9元,升11.33%,成交1,965.32萬股,涉資5.65億元。 其餘「果鏈股」走勢不一,高偉電子(01415.HK)表現較佳,最新報34.54元,升3.48%,成交8,710.37萬元。瑞聲(02018.HK)亦微升0.8%;舜宇(02382.HK)及比亞迪電子(00285.HK)微跌0.2%至0.5%。 國泰海通指出,蘋果與谷歌洽談賦能Siri改版,其積極尋求外部合作與自主開發雙軌並行加速AI追趕,明年年落地效果有望超預期。財信證券則表示,蘋果宣佈追加1,000億美元對美投資承諾,標誌着其未來四年投資總額將高達6,000億美元,顯着加速其在美投資步伐,換取對印度組裝iPhone懲罰性關稅的豁免,果鏈板塊估值有望修復。 藍思科技日前公佈中期業績,總收入329.6億人民幣(下同),按年增加14.2%。錄得純利11.43億元,增長32.7%,每股盈利23分。中期息派0.1元。上半年,毛利43.05億元,上升17.8%,主要是智能手機與電腦業務及智能頭顯與智能穿戴業務毛利增加;毛利率由12.66%升至13.06%。 里昂指藍思科技第二季淨利潤實現強勁增長,根據該行的調查,藍思科技大概率將成爲明年摺疊屏iPhone在PET薄膜、UTG玻璃及基板玻璃的唯一供應商。該行估算這些組件的單機價值合計可達100美元,期公司將受益於2025年與2026年iPhone產品規格升級,以及其汽車、AR眼鏡與AI服務器業務的拓展。該行上調藍思科技目標價由28.2元至33.7元,重申「跑贏大市」評級。
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