《大行報告》星展料舜宇(02382.HK)短期股價波動 但相信iPhone滲透率上升可成推動力
舜宇光學(02382.HK)今日(23日)股價持續受壓,盤中低見80.1元一度下滑5.2%,最新報80.5元跌4.7%。星展發表報告表,舜宇光學(02382.HK)近期股價下挫及錄近三年低位,相信其股價下跌主要是由於市場關注配置「降級」導致市場情緒減弱,預計公司短期股價將繼續波動。
該行指,雖然智能手機付運短期前景弱,但相信隨著新iPhone滲透率持續上升可成推動力,維持對其「買入」投資評級及目標價144.2元。
星展料舜宇光學旗下iPhone訂單佔其2022年及2023年付運份額各為22%及25%,可提升產品平均售價及毛利率。
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