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《大行报告》大摩上调舜宇(02382.HK)今明两年盈测 评级「增持」
阿思达克 10-12 09:59
摩根士丹利发表研究报告,预期受惠於客户群调整及汽车市场复苏,舜宇光学科技(02382.HK)第四季出货量料续带来惊喜。

大摩指,虽然缺少华为订单会令市场上镜头产品转移趋势减慢,但发现近期来自OPPO、Vivo、小米(01810.HK)及三星的订单激增,相信舜宇第四季镜头及手机镜头模组(CCM)销售增长势头仍然强劲。

该行又指,今年汽车市场需求曾被干扰,但近期已见复苏,反弹势头料持续至2021年,预期汽车镜头模组明年销售可翻倍,相应将2020至2021年每股盈测上调3%及2%,并予「增持」评级,目标价150元。

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