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《大行报告》野村下调舜宇(02382.HK)评级至「中性」关注华为展开第二轮削减订单
阿思达克 06-12 12:07

野村发表报告表示,下调对舜宇光学(02382.HK)投资评级,由原来「买入」降至「中性」,关注华为遭美国封杀後潜在进行第二轮削减订单的影响,料该股缺乏上升动力,同时维持对其目标价80元,此相当预测2020年市盈率20倍。

该行指,舜宇光学公布5月产品付运数据,总体模组及手机镜头付运按月各下滑2%及5%,并估计华为削减订单影响会在6月起浮现,相关最终影响或会大於该行目前预期。

野村估计,华为将於未来一至两季在零部件等供应方面临更大的挑战,而公司已停止今年下半年至明年上半年部份的智能手机项目计划。

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