Movement Alert|Lens Technology Falls 3.15% in Regular Trading, Goldman Sachs Smartphone Shipment Downgrade Weighs on Supply Chain

Market Focus
06/24

On June 24, Lens Technology fell 3.15% in regular trading, trading at 26.72 HKD/share, with turnover of 54.03 million HKD.

On the news front, Goldman Sachs released its latest report cutting global smartphone shipment forecasts by 4% to 1.14 billion units, with the year-over-year decline widening from -6% to -10%. The downgrade was primarily driven by surging AI demand diverting memory chip production capacity, tightening consumer electronics memory supply and raising costs, putting broad pressure across the handset supply chain.

Additionally, Lens Technology had previously rallied from approximately 24 HKD to over 30 HKD in Hong Kong, fueled by multiple catalysts including subsidiary Lens Optoelectronics acquiring a controlling stake in hollow-core fiber leader Tongsheng Optoelectronics and the company's role as a core SpaceX supplier. The significant accumulation of short-term profit positions has intensified selling pressure, with consecutive pullbacks indicating ongoing profit-taking.

(The above content is based on publicly available market information, generated by a program or algorithm, and is intended solely as a stock movement alert. It does not constitute investment advice or a basis for trading decisions.)

免責聲明:投資有風險,本文並非投資建議,以上內容不應被視為任何金融產品的購買或出售要約、建議或邀請,作者或其他用戶的任何相關討論、評論或帖子也不應被視為此類內容。本文僅供一般參考,不考慮您的個人投資目標、財務狀況或需求。TTM對信息的準確性和完整性不承擔任何責任或保證,投資者應自行研究並在投資前尋求專業建議。

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