瘋了？又加倉通達？

「華為」被美國佬列入黑明單，冇得買美國供應商D貨隨時大劑過之前中興？一眾同華為有生意往來的手機股跌到四輪朝天，丘鈦科技(01478)跌15%，舜宇光學(02382)跌10%，連我隻近日已跌散的通達集團(00698)都跌5.8%，收報$0.65。


咁我做左D乜？ ------ 加咗50,000股倉囉每股$0.66，現時平均入貨價$0.915，咁勇，唔怕再跌執笠咩？？

我加倉的理由係：

(1) 華為話早預左，有後備，可以唔用美國佬D貨咁話，咁唔通連Android都唔用？都有可能，可以參考以下連結：

https://www.techrepublic.com/article/huaweis-smartphone-os-aims-to-challenge-iosandroid-dominance-can-it-succeed/

佢話：
.....

If Huawei were to face similar sanctions from the US government, it is unclear how that would impact the second-largest smartphone manufacturer's ability to use Android. Because the core of Android is open source, it may not be practically possible to prevent Huawei from using it. However, Huawei could be banned from using Google Play Services, the closed-source software suite which includes the Google Play Store, and the apps sold through that market.
.....

我覺得如果華為今次真係頂得住就美國佬有排驚了，唔好忘記中國其實出口大量稀土 --用來做晶片果D....

(2) 就算華為就此瓜直，佢既市場份額都係被其他手機公司例如三星，小米，OPPO等取代，佢地都會同零件製造商 (通達，舜宇...) 買貨，唔知我啱唔啱呢？

不過市場有市場想法，我都係溝住D睇吓之後點先算。


17-05-2019