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China IT 2023-01-29 11:57 財經茄呢啡 夜期再上演大逆轉,一度由美股開市後大挫305點,其後倒升361點,低位反彈666點,收報18376點,收市升331點。科技股大業績期尾聲,加上新版號批出,刺激股價外圍造好,阿里巴巴美股及騰訊ADR高港5%,網易高港7%。
China IT 2023-01-27 11:58 財經茄呢啡 不只是「玩」游戲!電競甚至可能成為奧運賽事中的一項職業獎牌項目,第19屆亞運的杭州亞運會組委會搶先一步,將電競納入2022年杭州亞運的正式比賽項目;第一金投顧董事長陳奕光相信,如奧運納入電競,對有關線上游戲、電競筆電/桌電等將有題材推動。游戲類股重要分為網路游戲/手游、電競、游戲機三大塊,其中,網游中的手游將成為5G覆蓋率普及、推動網速加快下的受惠產業,後市很受睇好。
China IT 2023-01-26 11:51 財經茄呢啡 今年是重新發現中國互聯網行業估值的一年。雖然中國重新開放緩解了全球投資者對行業長期利潤能力的眾多擔憂之一,仍需時評估其他風險表現,因此預料全球投資者將部分地重新參與該行業。而投資者將重新審視過去三年中出現扭曲的歷史財務業績的中國互聯網股票。作為素來被視作增加的行業,該行相信對中長期可持續利潤增加速度的預料將是決定中國互聯網公司具體估值倍數的最主要因素。
China IT 2023-01-26 11:51 財經茄呢啡 蕭楠還一口氣把港股的互聯網三巨頭:美團、騰訊、快手都重新買了回來,加上兗礦和李寧,蕭楠的港股重倉股史所罕見的達到了「半壁江山」。
China IT 2023-01-26 11:51 財經茄呢啡 互聯網公司內生創新能力很強,它們也一直在積極尋找拓展業務的方法,在經歷了前期股價的大跌後,這些公司的估值也處於較低水平,最糟糕的時期或已過去。從長遠來看,互聯網產業有望展現出強大的生命力,估值和利潤或都將呈現上揚趨勢。」國海富蘭克林基金稱。
China IT 2023-01-26 11:51 財經茄呢啡 截至2023年1月10日收盤,中國互聯網投資報收於23.2港元,上揚0.0%,換手率0.0%,成交量0.0股,成交額0.0港元。投行對該股關注度不高,90天內無投行對其給出評級。
China IT 2023-01-24 11:58 財經茄呢啡 格隆匯8月10日亅手機產業鏈股普跌,鴻騰精密跌9%,舜宇光學科技跌4.4%,比亞迪電子跌3.8%,瑞聲科技跌3.7%,丘鈦科技跌2.1%,富智康集團跌1.9%,通達集團跌1.5%。舜宇光學科技公布2022年7月各重要產品出貨量,手機鏡頭出貨量8911.7萬件,環比增長23.2%,同比消退14.9%。瑞信發研報指,由於需求牛皮,手機鏡頭模組、手機鏡頭出貨量仍然牛皮。
China IT 2023-01-24 11:58 財經茄呢啡 蘋果(AAPL.US)昨晚反覆續升近1%,跑贏美國權重科技股。本港手機設備股造好,里昂昨天引述舜宇指手機部件業務價位競爭基本穩定,美韓客戶升級趨勢如期推進,該股反覆三連升,今早輕微低開後,曾低見100.4元,掉頭曾漲6.8%高見108.7元,創逾一個月高,現報107.3元,續升5.4%,為表現最佳藍籌。
China IT 2023-01-24 11:58 財經茄呢啡 AAPL) 加快增長印度生產步伐,十幾家中國生產商已得到在印度擴張的初步許可,AIRPODS和IPHONE 組裝商立訊精密(深:002475)和鏡頭制造商舜宇光學在獲批的公司之列。舜宇全日收報104.3元,上漲2.4%,其他手機設備股方面,瑞聲科技 全日收報20.75元,上漲2.2%,比亞迪電子 全日收報26.2元,上漲3.5%。
China IT 2023-01-22 11:54 財經茄呢啡 夜期再上演大逆轉,一度由美股開市後大幅回落305點,其後倒升361點,低位反彈666點,收報18376點,收市升331點。科技股大業績期尾聲,加上新版號批出,刺激股價外圍造好,阿里巴巴美股及騰訊ADR高港5%,網易高港7%。
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