大和:料舜宇光學(2382.HK)盈利恢復高速增長 維持“買入”評級
大和上調舜宇光學(2382.HK)目標價近4%至270港元,維持“買入”評級。該行預期,智能手機將於2022年進一步升級,尤其配備多鏡頭成為主流趨勢,將支持舜宇的鏡頭模組出貨,令集團保持強勁增長,估計舜宇今、明兩年盈利將回復高速增長,按年分別增長30%及34%。大和又預期,車載鏡頭、AR及VR設備出貨將維持上升趨勢,而相關利好因素仍未反映於最新預測,舜宇繼續是該行手機設備股首選之一。

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