大摩:相信舜宇光學(2382.HK)未來60天股價將下跌 目標價95港元
摩根士丹利發表技術研究報告,相信舜宇光學科技(2382.HK)
的股價將會在未來60天下跌,發生機會率料達70%至80%。這是由於股價在最近已上漲,使短期估值的吸引力大大降低。
報告稱,舜宇10月出貨量維持穩固,但預期隨後至12月出現下跌趨勢,因為中國的代工生產產量疲弱。該行相信,由於4G去庫存及零售價格上升令5G增長有限,踏入2020上半年時下行風險仍然存在。大摩予舜宇“
與大市同步
”評級,目標價95港元。
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