《大行報告》瑞信下調舜宇(02382.HK)目標價至155元 降瑞聲(02018.HK)目標價至17.8元
瑞信發表報告指,由於需求疲弱,將今年兩年全球智能手機出貨量預測下調9%至分別12.8億及13.4億部,其中5G智能手機出貨預測降至6.6億及8.5億部,中國智能手機出貨量亦下調10%至2.85億部。
該行表示,由於宏觀地緣政治緊張、內地封城及通脹上升,將整體Android手機出貨量預測下調11%至12%,iPhone出貨量預測則僅調低1%至2%。
瑞信同時下調Android供應鏈相關股份目標價,反映需求疲弱及人民幣貶值。其中,舜宇光學(02382.HK)目標價由164元降至155元,評級維持「跑贏大市」;丘鈦科技(01478.HK)目標價由6元下調至5.3元,維持「中性」評級;瑞聲科技(02018.HK)目標價由18.2元降至17.8元,評級亦維持「中性」。至於比亞迪電子(00285.HK)目標價由14.2元下調至13.1元,評級「跑輸大市」。
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