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08-19

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。）

免责声明：本文观点仅代表作者个人观点，不构成本平台的投资建议，本平台不对文章信息准确性、完整性和及时性做出任何保证，亦不对因使用或信赖文章信息引发的任何损失承担责任。

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