大行評級|高盛:舜宇預期全球智能手機出貨量將温和復甦 維持對其“中性”評級
高盛發表研究報吿指,出席了舜宇光學2024投資者日活動,當中主要討論了智能手機鏡頭需求復甦、汽車鏡頭規格升級和定價壓力,以及人工智能對光學行業的影響。該行指,整體而言,舜宇光學預期2024年全球智能手機出貨量將温和復甦(按年升3.5%),並看好公司產品組合和客户組合改善帶動的增長。車載攝像頭規格繼續升級,亦見需求不斷增長,公司正努力在汽車原始設備製造商的定價壓力下降低成本。人工智能擴大了邊緣智能設備和機械人的攝像頭潛在市場。管理層認為,由於硬件功能無法完全被軟件或人工智能取代,因此攝像頭規格仍將至關重要。高盛對公司的目標價為65港元,維持“中性”評級。
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