《大行报告》里昂首予三大手机部件商「买入」评级 首选舜宇(02382.HK)及瑞声(02018.HK)
里昂发表研究报告,指光学组件制造商将迎来增长,因智能手机市场复苏,及长远而言汽车与VR/AR产品正推动需求,相信目前是投资者重新关注行业的理想时机。该行首次研究覆盖三间主要内地光学镜头供应商,均给予「买入」评级,其中舜宇(02382.HK)可受惠自动驾驶,瑞声(02018.HK)受惠塑胶镜头,丘钛科技(01478.HK)则正快速进入高端市场。
该行指,首选舜宇和瑞声,目标价分别260元及62元,丘钛科技目标价为19.2元。
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