港股異動|舜宇光學科技升5.6% 10月內地市場手機出貨量同比增長19.7%
舜宇光學科技(2382.HK)升5.6%,報74.5港元。消息面上,中國信通院數據顯示,10月內地市場手機出貨量2916.2萬部,同比增長19.7%。國產品牌手機出貨量1801.3萬部,按年增長7.2%,佔同期手機出貨量的61.8%;上市新機型49款,按年增長63.3%,佔同期手機上市新機型數量的98%。此外,摩根士丹利發佈研報指,11月手機鏡頭及攝像模組出貨量均錄得按年穩健改善,勝於預期,並令全年交付很可能可以超出預期;基於同期低基數效應,車載鏡頭亦可輕鬆地達成全年目標增長15%。該行予舜宇目標價85港元,評級“增持”。

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