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Sunny Optical Technology (Group) Company Limited 2019-12-20T15:21 財經茄呢啡 論板塊，手機設備股確有下挫跡象。周四(１９日)瑞聲科技一度低見６４．８港元、舜宇光學一度低見１４０．７元、丘鈦科技更一度低見１２．８元。認為短線獲利沽壓仍有待消化，資產會轉換炒作對象。
Sunny Optical Technology (Group) Company Limited 2019-12-20T15:21 財經茄呢啡 手機設備股回吐，舜宇光學中午收跌２．４３％，報１４０元，為表現最差藍籌股 ; 瑞聲科技報６６元，無上落 ; 昨日因配股而大幅跳水的丘鈦科技，今日收跌１．６４％，報１３．１８元 ; 高偉電子升１．６８％，報１．８２元 ; 富智康報１．５１元，無上落 ; 信利國際報１．１５元，升２．６８％。
Sunny Optical Technology (Group) Company Limited 2019-12-20T15:21 財經茄呢啡 手機設備股方面，舜宇光學跌２．４％，中午收市報１４０．４元，瑞聲科技無上落，比亞迪電子跌１．３％，中午收市報１５．４８元。
Sunny Optical Technology (Group) Company Limited 2019-12-13T14:59 財經茄呢啡 手機設備股連日強勢，宏匯資產管理董事及投資策略總監林嘉麒今早在《經濟通通訊社》ＮＥＷＳ ＴＶ節目－－開市ＧＯＯＤ ＭＯＲＮＩＮＧ上認為，整體板塊的利好消息持續發酵，資產亦配合流入，認為升勢可持續至明年。他繼續睇好舜宇光學，短中長線仍具增持價值，建議未持貨者可於１３８元水平買進，目標暫看１５０元或以上。
Sunny Optical Technology (Group) Company Limited 2019-12-13T14:59 財經茄呢啡 在內房股方面，她睇好雅居樂集團及旭輝控股集團；至於手機設備股，她推薦行業龍頭的舜宇光學科技，指其經營狀況良好，亦沒有任何重大的負面消息，認為股價仍有很大上揚空間。而在英國概念股方面，長江基建集團及匯豐控股均值得短炒。
Sunny Optical Technology (Group) Company Limited 2019-12-13T14:59 財經茄呢啡 其中重磅藍籌股普遍上揚，騰訊控股、匯豐控股、友邦保險及中國移動分別上揚３．１％、２％、１．９％及１．７４％，科技及網路類股也持續上揚包括小米集團大漲２．３％，股王阿里巴巴也漲０．３％。另外，在手機設備類股方面，舜宇光學、瑞聲科技也分別上揚１．１％、０．６％。
Sunny Optical Technology (Group) Company Limited 2019-12-13T14:59 財經茄呢啡 手機設備股上揚，瑞聲科技半日收報６５．５元，下降０．３％；舜宇光學半日收報１４１．２元，升１．３％；丘鈦科技半日收報１３．９４元，下降０．８５％。
Sunny Optical Technology (Group) Company Limited 2019-12-13T14:59 財經茄呢啡 認為２０２０年舜宇光學科技在智能手機光學價值鏈中將迎來多重結構性增加機會，包括ＴＯＦ攝像模組對ＡＲ的支撐(舜宇光學科技，歐菲科技)，光學穩像對視頻服務的支撐(如阿爾卑斯電氣株式會社)。我們保持目標價１４０港元不變。
Sunny Optical Technology (Group) Company Limited 2019-12-06T15:07 財經茄呢啡 瑞信發報告指出調高舜宇光學目標價，由原來１４１元調高至１４６元，相當預料２０２０年市盈率２８倍，亦調高２０２０年及２０２１年每股利潤預料至４．６２及６．０３元人幣。
Sunny Optical Technology (Group) Company Limited 2019-12-06T15:07 財經茄呢啡 恆指反彈受阻之際，半導體股及手機設備股現炒作。其中，華虹半導體昨爆升１５．０７％，收報１６．８元;中芯國際升２．５１％，收報１０．６２元。手機股方面，瑞聲科技昨升６．７６％，收報５６．８５元;舜宇光學升５．３％，收報１３１．２元，為升幅最大的兩只藍籌。
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