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《大行報告》匯豐研究下調舜宇(02382.HK)目標價至110.5元 評級「買入」
阿思達克 06-21 09:50
匯豐研究發表報告指,舜宇光學科技(02382.HK)負面因素大致已反映在股價,汽車鏡頭成為市場關注點。目標價由121元下調至110.5元,評級「買入」。 報告引述舜宇投資者日要點,包括管理層預計今年全球和國內智能手機出貨量將分別達11億和2.6億部,意味按年下降6.3%和5.1%,因為更換周期延長和終端需求疲軟。 匯豐研究稱,舜宇的汽車鏡頭出貨量增長超過整個行業,應能在未來保持勢頭。管理層認為車內自動鏡頭和光學雷達的前景亮麗,在未來五年的年均複合增長率分別為41%和73%。同時預計未來平均每輛車的攝像頭數量將由目前3個升至超過10個。
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