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《大行》摩通首予高偉電子(01415.HK)「增持」評級 看好蘋果產業鏈規格升級
阿思達克 08-06 11:25
摩根大通發表研究報告,首次給予高偉電子(01415.HK)「增持」評級,目標價44元,指出公司逾90%收入來自蘋果(AAPL.US)訂單,雖然iPhone在全球出貨量增長平穩,但相信仍可透過鏡頭規格升級來推動擴張,展望高端機型佔比提升,可帶動iPhone RGB鏡頭模組市場規模從2024年的約153億美元,擴張至2027年的約176億美元。 摩通看好高偉電子在後置鏡頭模組的份額顯著提升,預計2024至2027年間年均收入複合增長率將達到25%,加上非iPhone產品的增量貢獻,建議投資者在公司公布中期業績前先行部署。
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