异动解读|德昌电机控股盘中下跌5.11%,南向资金持续减持叠加基本面承压

行情直击
Aug 19

8月19日,德昌电机控股盘中下跌5.11%,报20.12港元/股,成交额1680.14万港元。

消息面上,南向资金近20个交易日中有15天减持该股,累计净减持1848.3万股,持续卖出压力显著。基本面方面,公司上一财年股东应占溢利同比下降逾两成至2.02亿美元,本财年第一财季营收仅同比增长约2%,客户采购及投资决策继续保持审慎,毛利率面临多重挑战。此外,摩根大通维持"中性"评级,目标价仅为22港元,反映市场对公司中期利润率修复的能见度存在疑虑。

(以上内容均基于市场公开消息,由程序或算法智能生成,仅作为股价异动提醒,不作为投资建议或交易依据。)

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