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《大行報告》高盛微升舜宇(02382.HK)目標價至78.13元 7至8月付運勝預期
高盛發表研究報告指,投資者持續關注中國智能手機市場份額潛在變動,行業當中更為看好覆蓋綜合品牌客戶的零部件供應商,因為可分散單一客戶風險,例如鴻海在電動汽車和人工智能伺服器的佈局,預期有助減少來自iPhone相關業務營收佔比較高的影響。 該行指出,舜宇光學(02382.HK)中國智能手機業務敞口更大,不過車載攝像頭業務不斷增長,可能有助於緩解負面影響,根據最新手機鏡頭及相機模組出貨量預測,將該公司2023至2025財年盈利預測上調0.7%、0.7%及0.5%,收入預測上調0.8%、0.7%及0.6%,相信廠商陸續推出配備有高端相機規格的新旗艦機型,可為舜宇的出貨量帶來支持。 高盛指,舜宇光學(02382.HK)7月至8月出貨表現勝預期,表明復甦步伐較預期快,維持此前毛利率預測,維持「中性」評級,目標價則從78元微升至78.13元。
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