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大行評級|摩根大通:上調舜宇光學科技目標價至65港元 上調今年每股盈測
格隆匯 03-26 15:30

摩根大通發表研究報告指,舜宇光學科技對今年的展望持正面態度,主要的收入動力來自於汽車業務,且由於均價趨於穩定及產品組合改善,料利潤率持續提升。

雖然摩通相信舜宇光學最壞的時間已經過去,但仍維持集團的“中性”評級,認爲集團的智能手機與XR業務的增長前景將在今年正常化,而其他如機器人等新業務則仍需要時間才能作出更明顯的貢獻。不過,該行上調集團今年每股盈測6%至2.7元,並料明年每股盈測達3.1元,將集團相應目標價由55港元至上調至65港元。

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