《大行報告》摩通下調舜宇(02382.HK)目標價至165元 評級「中性」
摩根大通發表報告指,舜宇光學(02382.HK)股價年初至今表現跑輸恆指38%,對其產品均價及毛利前景看法仍然相對審慎,主因智能手機需求疲弱和行業競爭持續。
該行認為,集團獲得蘋果公司(AAPL.US)訂單及需求復甦處於正確軌道,但未足以抵銷智能手機業務的不明朗。
摩通下調舜宇股份目標價,由200元降至165元,評級維持「中性」,並調低集團今年每股盈利預測26%。
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