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瑞信:預期2020年將為5G的轉折點 升舜宇、丘鈦及中興目標價
格隆匯 01-09 15:41

瑞信發表的研究報告指,預期2020年將為5G的轉折點,相信中國相關的資本開支將增16%,並將今年新增基站預測由54.5萬個增至61.3萬個。該行估計5G將帶動內地更換智能手機的週期,將2020年內地智能手機出貨量預測調整至按年增5%,而在蘋果供應鏈中,該行相信主要升級將在於外殼、天線及多鏡頭等,而在安卓方面,升級則主要在於多鏡頭、屏下指紋、多天線及高端外殼等,而真無線藍牙耳機亦繼續是增長引擎。

該行認為香港及內地科技股有望獲重估,主要因為中美貿易戰或降温,加上關税方面的影響逐步回覆以及MSCI納入A股等因素。該行認為可留意一些受惠5G資本開支、蘋果及多鏡頭供應鏈的股份,較傾向選擇大族激光(002008.SZ)、ASM太平洋(00522.HK) 、藍思科技(300433.SZ)、工業富聯(601138.SH)、立訊精密(002475.SZ),另外該行亦喜歡舜宇光學科技(02382.HK) 、丘鈦科技(01478.HK)及中興通訊(00763.HK),但就將信維通信(300136.SZ)評級由“跑贏大市”降至“中性”。

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