《大行報告》大摩下調舜宇(02382.HK)及丘鈦(01478.HK)目標價 料行業第三季迎復甦
摩根士丹利發表報告,指隨著中國科技硬件股發中期盈警及最近估值向下重評,最差時間料已過去,投資者應該關注在第三季的復甦主題。
大摩認為,舜宇光學(02382.HK)儘管對北美客戶的收入敞口較低,但其手機鏡頭和鏡頭模組(CCM)出貨也可能會有輕微的持續改進。該行將舜宇目標價下調21%至150元,評級「增持」;丘鈦科技(01478.HK)目標價下調25%至5.1元,評級「與大市同步」。
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