摩根士丹利:上調舜宇光學科技評級至增持,目標價維持106港元
摩根士丹利發表研究報告,將舜宇光學科技投資評級由與大市同步升至增持,目標價維持106港元。該行相信隨着潛望鏡及混合實境(MR)新產品推出,並有望成爲重大正面催化劑,舜宇將逐漸復甦及受益。與今年初悲觀看法相反,該行認爲舜宇風險回報吸引。去年末季業績差勁及今年首季付運疲弱,已致市場期望低迷。該行另料智能手機代工商在今年次季至第三季完成去庫存,隨着付運正常化,將迎來逐漸復甦。報告補充,舜宇未來估值重評取決於新訂單上的突破。除上述行業趨勢復甦外,未來6至12個月,智能手機鏡頭及車載鏡頭/模組的潛在新訂單突破將是舜宇核心潛在正面催化劑。
Follow us
Find us on
Facebook,
Twitter ,
Instagram, and
YouTube or frequent updates on all things investing.Have a financial topic you would like to discuss? Head over to the
uSMART Community to share your thoughts and insights about the market! Click the picture below to download and explore uSMART app!

Disclaimers
uSmart Securities Limited (“uSmart”) is based on its internal research and public third party information in preparation of this article. Although uSmart uses its best endeavours to ensure the content of this article is accurate, uSmart does not guarantee the accuracy, timeliness or completeness of the information of this article and is not responsible for any views/opinions/comments in this article. Opinions, forecasts and estimations reflect uSmart’s assessment as of the date of this article and are subject to change. uSmart has no obligation to notify you or anyone of any such changes. You must make independent analysis and judgment on any matters involved in this article. uSmart and any directors, officers, employees or agents of uSmart will not be liable for any loss or damage suffered by any person in reliance on any representation or omission in the content of this article. The content of the article is for reference only and does not constitute any offer, solicitation, recommendation, opinion or guarantee of any securities, virtual assets, financial products or instruments. Regulatory authorities may restrict the trading of virtual asset-related ETFs to only investors who meet specified requirements. Any calculations or images in the article are for illustrative purposes only.
Investment involves risks and the value and income from securities may rise or fall. Past performance is not indicative of future performance. Please carefully consider your personal risk tolerance, and consult independent professional advice if necessary.