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Sunny Optical Technology (Group) Company Limited 2020-01-03T14:53 財經茄呢啡 美國蘋果公司隔晚（２日）股價繼續創新高，更首破３００美元大關，惟手機設備普遍先升後回．有分析比亞迪電子指或成ＩＰＯＤ獨家組裝生產商，升１３．８５％，報１７．７６元；瑞聲科技跌１．１４％，報６９．２元；舜宇光學科技跌１．０８％，報１３７．５元；丘鈦科技跌２．２３％，報１３．１８元；富智康集團跌１．９９％，報１．４８元。
Sunny Optical Technology (Group) Company Limited 2020-01-03T14:53 財經茄呢啡 至於手機設備股，他則偏好舜宇光學，但其估值唔平，加上對毛利率能否增長有保留，走勢亦相當動蕩，短炒無妨，但應嚴守止蝕，可在１３３至１３５水平買進，上望１５０元水平，跌穿１２５元水平止蝕。
Sunny Optical Technology (Group) Company Limited 2020-01-03T14:53 財經茄呢啡 招銀國際公布報告稱，預料內地５Ｇ商用正式開啟，將帶來新一輪智能手機換機潮，推薦舜宇光學，相信現價買進，目標價１５４港元，止損位１２８港元。
Sunny Optical Technology (Group) Company Limited 2019-12-27T15:17 財經茄呢啡 博彩股成為盤面上吸引人的地方，銀河娛樂和金沙中國各漲３．４％和３％，為漲幅第一和第三大恆指成分股。手機設備股漲幅居前，瑞聲科技和舜宇光學各漲２％和１．６％。地產股則表現偏弱，新世界地產、新鴻基地產和恆隆地產跌幅介於０．２％-０．４％，是恆指成分股少數下降者。
Sunny Optical Technology (Group) Company Limited 2019-12-27T15:17 財經茄呢啡 接近２０２０年，５Ｇ發展趨動不排除進一步加快，類似產業鏈有望受惠，其中手機設備股如舜宇光學及瑞聲科技已率先炒起，其他５Ｇ概念股如中興通訊及中國鐵塔則相對落後，短線不排除出現反彈，建議炒升跌為主。他估計鐵塔有望上試２５０天線，約１．８３元水平，至於中興仍保持在橫行區間升跌，料會在２０．５至２３．５元之間徘徊。
Sunny Optical Technology (Group) Company Limited 2019-12-27T15:17 財經茄呢啡 手機設備股有買盤，舜宇光學升１．６％，報１３９．６元 ; 瑞聲科技升１．９８％，報６６．９５元 ; 丘鈦科技升０．９１％，報１３．３ ; 高偉電子升２．１３％，報１．９２元 ; 富智康跌１．９５％，報１．５１元 ; 信利國際報１．２３元，升０．８２％。
Sunny Optical Technology (Group) Company Limited 2019-12-27T15:17 財經茄呢啡 外圍方面，蘋果公司股價表現優異，手機前景睇好，有利集團旗下業務沖線基礎。而與蘋果公司息息類似的舜宇光學料可受惠，目標價睇１５０元，止蝕位定於１２４元。
Sunny Optical Technology (Group) Company Limited 2019-12-27T15:17 財經茄呢啡 基金經理人研判，大立光技術與良率皆高，可通吃ＩＰＨＯＮＥ和ＡＮＤＲＯＩＤ陣營的智慧機訂單，中國大陸的舜宇光學重要供給給ＡＮＤＲＯＩＤ陣營。即便舜宇光學積極擴產來因應大量的客戶訂單，但觀察舜宇光學財報中的毛息口表現皆不到兩成，顯見兩家鏡頭廠商存在技術差距。
Sunny Optical Technology (Group) Company Limited 2019-12-20T15:21 財經茄呢啡 丘鈦科技配股，股價收市挫近５％。手機設備股借勢調整，瑞聲科技跌２．３％，是表現最差藍籌；舜宇光學跌０．３％。比亞迪電子、中興通訊及富智康跌１．４％至２．１％。
Sunny Optical Technology (Group) Company Limited 2019-12-20T15:21 財經茄呢啡 手機設備股表現牛皮，瑞聲科技跌２．４％，收市報６６元，舜宇光學跌０．３％，收市報１４３．９元，宣布配股的丘鈦科技跌５％，收市報１３．４元，通達集團跌３．８％，收市報０．７６元。
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