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野村华为订单趋稳维持舜宇光学(2382.HK)目标价80港元
格隆汇 08-12 11:07

野村发表研究报告,舜宇光学(2382.HK)手机摄像模组(CCM)及手机镜头出货量有改善,而华为的订单亦趋向稳定。该行维持公司目标价80港元,以及“中性”评级。

野村表示,舜宇光学7月份的手机镜头出货量按年上升23%,车载镜头出货量按年上升20%,而CCM则按年增长82%,CCM及手机镜头出货量均呈持续复升的趋势。

该行指,华为8月初在舜宇的订单有所增加,相信即使中美贸易摩擦升温,Google亦未恢复与华为之间的业务,但华为在舜宇的订单情况可能会恢复。

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