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《大行報告》美銀證券下調舜宇(02382.HK)目標價至55元 評級「跑輸大市」
阿思達克 08-24 09:57
美銀證券發表報告,引述舜宇光學科技(02382.HK)管理層認為下半年或是智能手機行業的谷底,但該行預料,由於競爭和品牌近期議價能力增強,定價能力將持續承壓。對於延展實境(XR),由於上半年增長放緩,集團將其銷售目標由增長逾30%,下調至增長逾20%,並預計Quest 3登場將支持下半年勢頭。管理層目前預計,今年車載鏡頭出貨量將按年增長15%以上。該行認為新的指引表明下半年存在風險。同時,由於第一季弱於預期,集團將汽車攝像頭模組(CCM)銷售目標由20億元人民幣下調至16億元人民幣。 該行下調集團2023至25年的盈測介乎2%至14%,以反映業績及保守的前景,又將目標價由57元下調至55元,重申「跑輸大市」評級。
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