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Sunny Optical Technology (Group) Company Limited 2020-05-29T14:45 財經茄呢啡 日本政府計劃擴大禁止使用包括華為及中興通訊等中國電訊設備商的產品。中興通訊跌5%,報19.42元,其他手機設備股亦向下,舜宇光學跌2%,報103.2元,瑞聲科技跌逾3%,報39.45元。
Sunny Optical Technology (Group) Company Limited 2020-05-29T14:45 財經茄呢啡 手機股瑞聲挫3.78%,收報39.45元;舜宇光學跌1.99%,報103.2元 ; 高偉電子瀉8.18%,收報1.46元。
Sunny Optical Technology (Group) Company Limited 2020-05-29T14:45 財經茄呢啡 成分股方面,申洲國際(2313 HK)仍表現最佳,漲了3.31%;石藥集團或受集采降價預料影響,跌幅最重,跌了10.27%。華為供給鏈的瑞聲科技(2018 HK)與舜宇光學(2382 HK)也跌幅居前。
Sunny Optical Technology (Group) Company Limited 2020-05-29T14:45 財經茄呢啡 手機設備股跑贏,瑞聲科技升2.66%,報40.5元 ; 舜宇光學跌0.1%,報103.1元 ; 高偉電子升2.74%,報1.5元 ; 丘鈦科技升0.73%,報9.63元 ; 比亞迪電子跌0.13%,報14.74元。
Sunny Optical Technology (Group) Company Limited 2020-05-22T14:50 財經茄呢啡 舜宇光學大挫10.61%,瑞聲科技(港股02018)跌近6%。高盛發表報告,相信美國加大對華為限制,會對亞洲區供給鏈做成影響,若影響到華為手機出貨量,靠華為訂單供給鏈,包括舜宇受影響會更大。
Sunny Optical Technology (Group) Company Limited 2020-05-08T15:50 財經茄呢啡 舜宇光學科技(集團)有限公司是中國領先的綜合光學產品制造商和光學影像系統解決方案提供商。成立於1984年,2007年6月15日在香港聯交所主板上市(HK02382),是第一家在香港聯交所主板上市的大陸光學企業。2016年公司實現銷售收入146億,2017年銷售收入超過200億。《財富》中國500強,中國電子信息100強企業。2019年中國上市公司500強,排名97。
Sunny Optical Technology (Group) Company Limited 2020-05-08T15:50 財經茄呢啡 恆生指數50檔成分股跌多漲少。石藥集團揚升1.71%,漲幅最醒目。手機零件股持續上攻,舜宇光學和瑞聲科技各漲1.33%和0.26%。反觀,長江基建下降2.81%墊底。
Sunny Optical Technology (Group) Company Limited 2020-05-08T15:50 財經茄呢啡 有大行指今年首季內地大型手機廠商出貨量較預期為佳,有散戶追入手機設備股,例如舜宇光學科技。另見美團點評上月中出業績後,股價節節向上,仲完全收復三月失地,散戶相信前景樂觀,就短炒嚇。有散戶甚至將近日股價較弱慨阿里巴巴沽售,轉買美團。
Sunny Optical Technology (Group) Company Limited 2020-05-08T15:50 財經茄呢啡 2020年首季,舜宇光學重要客戶華為智能手機出貨量市占率為全球之首,逆市按年增1%,明顯優於全球大挫18%的水平。認為舜宇光學受益其中,有利增長手機鏡頭出貨量市場份額。目標$125,止蝕價$105。
Sunny Optical Technology (Group) Company Limited 2020-05-08T15:50 財經茄呢啡 手機設備股向好,舜宇光學升2.39%,報115.7元,為表現最佳藍籌股 ; 瑞聲科技升0.93%,報37.9元 ; 高偉電子 升1.29%,報2.35元 ; 丘鈦電子升3.51%,報10.32元。
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