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獲大摩升價中興及長飛AH齊升5%-9% 瑞聲、比亞迪電子及京信升逾2%-4%
恆指及國指現報20,422及6,908,均反覆回升0.3%,總成交額僅727億元。 電訊設備股當中,長飛光纖光纜(06869.HK)表現最好,大摩升長飛H股目標價5.9%至18元,但將評級由「增持」降至「與大市同步」,以反映今年盈利增長將會放緩。該股今天升破20天及10天線(16.4-16.6元),最高見17.64元,創近半年高,現報17.54元,急彈9%,成交急增至579萬股;長飛A(601869.SH)漲5.5%曾高見41.63元人民幣。 中興通訊(00763.HK)獲大摩升價38%至30元及重申「增持」評級,以反映公司在伺服器市場份額提升將引發估值重估。該股跑贏大市,最高見26.15元(暫受制上周三所創約年半高位26.85元),現報25.85元,回升5.1%,成交增至1,119萬股;中興A(000063.SZ)逆市漲近半成曾高見37.46元人民幣。 手機設備股方面,瑞聲(02018.HK)、京信通信(02342.HK)及比亞迪電子(00285.HK)表現較好,股價升逾2%-4%,分別報16.78元、1.66元及24.05元,後者重越10天線(23.9元)。然而,高偉(01415.HK)逆市續吐3.1%報16.66元,股價失守50天線(16.83元)。
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