舜宇(2382.HK)跌超6% 領跌港股蘋果概念股
格隆匯9月21日丨港股市場蘋果概念股普跌,舜宇跌超6%領跌板塊,丘鈦科技、瑞聲科技跌超3%,比亞迪電子、富智康集團跌超2%。舜宇9月初公佈8月出貨量後,大行對其看法存分歧。高盛繼續看淡舜宇,並繼續給予“沽售”評級,重申月度出貨量引證手機鏡頭市場趨向飽和,以及市場競爭激烈,打擊舜宇出貨量及毛利率。摩根士丹利則維持“增持”評級,但降目標價至135港元,該行指,舜宇8月手機鏡頭出貨量環比增長約4%,手機鏡頭模組環比增長約0.5%,若9月至12月出貨量持續復甦,相信仍有機會達至下調後的全年銷售指引。不過,大摩認為,整體智能手機行業於明年上半年之前,將不會出現明顯復甦,相關股份難望有催化劑,並下調丘鈦科技(1478.HK)目標價至4.5港元。

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