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《大行報告》花旗下調舜宇(02382.HK)目標價至210元 評級「買入」
花旗發表研究報告指,智能手機需求疲軟及去規格化將是舜宇光學(02382.HK)未來主要挑戰,拖累舜宇股價年初至今股價下跌約 50%。該行仍然看好舜宇在車載鏡頭、車載攝像頭模組、元宇宙發展,以及蘋果手機鏡頭貢獻方面的出色表現。 舜宇管理層目標今年手機鏡頭銷量將增長5%至10%,手機相機模組增長10%至15%,車載鏡頭增長20%至30%。花旗認為,舜宇將擴充蘋果鏡頭產能,主要用於下半年開始的新訂單。 考慮到智能手機行業需求疲軟及去規格化影響盈利能力,花旗將舜宇2022至2023財年盈利測調下預13%至15%,收入預測削減8%至9%,該行對舜宇2023年盈利預測仍較市場預期高10% 以上,目標價由275元下調至210元,維持「買入」評級。
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