思摩爾拉昇帶動電子煙概念股集體大漲,華寶國際、中國波頓漲超11%
格隆匯6月24日丨隨着思摩爾國際一波快速拉昇走勢帶動,港股電子煙概念股集體走強。華寶國際漲超14%,中國波頓漲超漲超11%,思摩爾國際漲超5%。華創證券最新發布的研報稱,國內電子煙市場短期面臨監管風險,但預計長期快速增長趨勢不改,監管規範更利於頭部企業,維持思摩爾國際“強推”評級。中金最新研報稱,思摩爾國際核心競爭力突出,已在陶瓷芯領域建立完備專利保護體系,新進入者規避難度較大;此外,優質的客户優勢,以及美國PMTA等監管壁壘,使公司能夠高效配合客户進行新品開發;維持思摩爾國際74港元的目標價。

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