獲大和維持看好思摩爾(06969.HK)回升3% 中國波頓(03318.HK)反彈半成
國家衛健委最新報告指,有充分證據表明電子煙不安全。消息拖累思摩爾國際(06969.HK)及中國波頓(03318.HK)昨午尾市急跌17%及18%,股價分別一舉失守50天/20天/10天線及百天線(4.95元)後,大和維持看好思摩爾,兩者股價今天反彈,最高見55.25元及4.72元,現造52.75元及4.52元,回升3.1%及5.1%,成交仍有5,635萬股及400萬股。
比亞迪電子(00285.HK)繼昨天尾市獲大成交配合股價曾急漲23%至55元創逾三個月高,收市漲12%後,今天股價反覆吐逾1%,報49.3元,結束八連漲,成交仍達3,480萬股。
國家衛健委於北京發布《中國吸煙危害健康報告2020》,新增電子煙健康危害章節,並指出有充分證據表明電子煙是不安全的,因為已有研究表明,使用電子煙可以增加心血管疾病和肺部疾病的發病風險,可以影響胎兒發育。
不過,大和指,由於比亞迪電子將很快大規模生產電子煙,市場猜測拖累思摩爾股價,該行認為相較於比亞迪電子來說,思摩爾在生產電子煙方面強大研發能力將是一大競爭優勢,因為比亞迪電子主要從事OEM生產。因此,維持思摩爾「買入」評級及目標價64元不變。
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