获大和维持看好思摩尔(06969.HK)回升3% 中国波顿(03318.HK)反弹半成
国家卫健委最新报告指,有充分证据表明电子烟不安全。消息拖累思摩尔国际(06969.HK)及中国波顿(03318.HK)昨午尾市急跌17%及18%,股价分别一举失守50天/20天/10天线及百天线(4.95元)後,大和维持看好思摩尔,两者股价今天反弹,最高见55.25元及4.72元,现造52.75元及4.52元,回升3.1%及5.1%,成交仍有5,635万股及400万股。
比亚迪电子(00285.HK)继昨天尾市获大成交配合股价曾急涨23%至55元创逾三个月高,收市涨12%後,今天股价反覆吐逾1%,报49.3元,结束八连涨,成交仍达3,480万股。
国家卫健委於北京发布《中国吸烟危害健康报告2020》,新增电子烟健康危害章节,并指出有充分证据表明电子烟是不安全的,因为已有研究表明,使用电子烟可以增加心血管疾病和肺部疾病的发病风险,可以影响胎儿发育。
不过,大和指,由於比亚迪电子将很快大规模生产电子烟,市场猜测拖累思摩尔股价,该行认为相较於比亚迪电子来说,思摩尔在生产电子烟方面强大研发能力将是一大竞争优势,因为比亚迪电子主要从事OEM生产。因此,维持思摩尔「买入」评级及目标价64元不变。
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