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《大行》大摩焦點股名單加入舜宇(02382.HK) 剔出中通(ZTO.US)
阿思達克 08-01 09:34
摩根士丹利將舜宇(02382.HK)加入內地及香港焦點股名單,並剔出中通(ZTO.US)。 該行認為舜宇股價已反映負面消息,並認為新的盈利增長週期將從下半年開始,由新的增長引擎推動。該行認為投資人對於智慧型手機CCM和鏡頭出貨疲軟的憂慮是過慮的,因為舜宇的組合改善和利潤率回升可以在今年繼續支持盈利復甦。同時相信可摺疊智能手機出貨量可能在2026至2027年有顯著增長,舜宇極有可能取得突破,推動智能手機收入增長。 因此,該行預期公司2025年和2026年的盈利將強勁增長32%和23%。該行於本月初時將舜宇由「與大市同步」升至 「增持」評級。
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