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《大行報告》中銀國際降舜宇(02382.HK)目標價至80元 智能手機業務推動基本面復甦
阿思達克 01-10 14:35
中銀國際發表研究報告指,由於高價位的Android需求復甦,分別上調舜宇(02382.HK)2023年銷售及淨利潤預測6%及2%。不過,延展實境(XR)銷售或因為Quest 3需求疲弱而遜於預期。進入2024年,該行相信集團的關鍵潛在催化劑仍然是高價位智能手機需求復甦,及1月/2月推出的Vision Pro和其後潛在並更便宜的替代品能否令消費者重拾對XR的熱情。 該行分別上調2023年下半年的銷售及淨利潤預測11%和3%。 該行上調舜宇2023年的每股盈測2%,惟略為下調2024及25年每股盈測4%及2%,以反映補貼削減後全球汽車銷售增長放緩,又將集團目標價由82元下調至80元,但維持「買入」評級,續看好公司在汽車和XR領域的光學業務及結構性長期增長。
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