《大行報告》摩通:手機行業復甦進度不明朗 舜宇(02382.HK)評級「中性」
摩根大通發表研究報告指舜宇(02382.HK)今年首四個月手機鏡頭、手機攝像模組及車載鏡頭付運量分別升24%、34%及跌1%,有別於指引的按年增長10%、15%及20%。雖然部分投資者或正考慮由數據中心與在家工作概念換馬至手機價值鏈,因後者近期表現落後,及憧憬即將到來的5G更換周期,但該行認為智能手機行業復甦進度存在不確性,相對上在手機板塊中更傾向於內容部分而非零部件。
該行維持舜宇「中性」投資評級,目標價120元,指出其股價自最近3月18日的低位反彈25%,認為其目前風險回報尚可。
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