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大行評級|中銀國際:上調舜宇目標價至69港元 上調今明兩年每股盈測
格隆匯 06-19 16:15
中銀國際的研究報吿指,舜宇光學於6月18日舉行了其年度投資者日,主要關注科技和市場趨勢。公司並沒有如市場猜測上調指引,但稍微上調了2024年全球智能手機展望。投資者日主要討論包括混合智能手機鏡頭、潛望鏡、用於可摺疊的超薄手機攝像模組、混合高級輔助駕駛系統(ADAS)車載鏡頭、激光雷達、AR抬頭顯示(HUD)、車燈及汽車攝像頭模組的快速增長,以及在人工智能智能手機領域的靈活性。該行指,鑑於安卓系統年初至今增長強勁以及公司的年度出貨量至今超預期,預計2024年上半年的利潤率將顯著回升,還料公司在接下來的幾季中或會在人工智能硬件的推動下繼續重新評估。該行維持予舜宇光學“買入”評級,並將目標價從61港元升至69港元,上調今明兩年的每股盈利預測各6%。
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