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舜宇(02382.HK)午後股价跌幅扩大 花旗料大立光零件短缺问题持续一季
阿思达克 05-07 14:42
舜宇光学(02382.HK)午後股价跌幅扩大至近7%,新报172.2元。花旗发表报告表示,手机镜头商大立光(3008.TW)公布今年4月合并营收下滑,因部件短缺,该行估计大立光5月收入将按月下跌,并估计大立光今年第二季收入按季下滑18%(按年跌24%)至97亿新台币,较市场同业低16%,并认为零部件短缺情况持续一季,即第二季收入面对缺应链的风险。

花旗指,大立光正面临部件短缺,特别是AP(应用处理器)及Sensor(感测器)短缺,料公司5月收入将按月下滑,决定调低对大立光第二季收入预测11%。该行料行业今年下半年需求强劲复苏,估计可抵销部件短缺的影响,并维持对大立光於今年下半年及明年盈利预测不变。

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