You are browsing the Hong Kong website, Regulated by Hong Kong SFC (CE number: BJA907). Investment is risky and you must be cautious when entering the market.
中金:維持舜宇(2382.HK)“跑贏大市”評級 目標價140港元
格隆匯 12-10 12:23

中金公司發佈報告稱,舜宇光學科技(2382.HK)於12月9日公佈11月出貨量相關數據,主要亮點在於其手機鏡頭出貨量於11月同比增長43%,光電產品(主要為ToF攝像模組)出貨量同比攀升385%,該行相信公司在2020年的智能手機相關的光電產品價值供應鏈上,具有多方面的結構性增長機會。

該行表示,公司全年手機鏡頭出貨量已超過預期,CCM和ToF攝像模組有可預見的強勁增長趨勢,車載鏡頭同樣持續強勁增長,相信其將長期受益於ADAS的滲透提升。考慮到舜宇光學股價已達到預期目標,且月數據增長勢頭強勁,維持“跑贏行業”評級和目標價140港元不變。

Follow us
Find us on Facebook, Twitter , Instagram, and YouTube or frequent updates on all things investing.Have a financial topic you would like to discuss? Head over to the uSMART Community to share your thoughts and insights about the market! Click the picture below to download and explore uSMART app!
Disclaimers
uSmart Securities Limited (“uSmart”) is based on its internal research and public third party information in preparation of this article. Although uSmart uses its best endeavours to ensure the content of this article is accurate, uSmart does not guarantee the accuracy, timeliness or completeness of the information of this article and is not responsible for any views/opinions/comments in this article. Opinions, forecasts and estimations reflect uSmart’s assessment as of the date of this article and are subject to change. uSmart has no obligation to notify you or anyone of any such changes. You must make independent analysis and judgment on any matters involved in this article. uSmart and any directors, officers, employees or agents of uSmart will not be liable for any loss or damage suffered by any person in reliance on any representation or omission in the content of this article. The content of the article is for reference only and does not constitute any offer, solicitation, recommendation, opinion or guarantee of any securities, virtual assets, financial products or instruments. Regulatory authorities may restrict the trading of virtual asset-related ETFs to only investors who meet specified requirements. Any calculations or images in the article are for illustrative purposes only.
Investment involves risks and the value and income from securities may rise or fall. Past performance is not indicative of future performance. Please carefully consider your personal risk tolerance, and consult independent professional advice if necessary.
uSMART
Wealth Growth Made Easy
Open Account