港股異動丨舜宇光學科技(2382.HK)未止跌 兩日累跌約14%
格隆匯8月19日丨繼昨天大跌9.45%後,舜宇光學科技(2382.HK)今日再度下挫超5%,報127.1港元,總市值1394億港元。瑞信發表最新研報稱,美國宣佈對華為收緊限制,這對舜宇年度2021首季帶來負面影響。鑑於公司在鏡頭供應鏈上採取Android客户多樣化的定位,相信公司可能會對客户管理作出調整,但改善產品組合的進程或會減慢。該行將公司2020至2022年的每股盈利預測下調2至10%,以反映下半年的前景及華為限制所帶來的潛在影響。目標價由原來的207港元下調至168港元,維持跑贏大市投資評級。摩根大通則將舜宇2020及2021年的每股盈利預測分別下調12%及6%,維持增持投資評級,目標價由原來的165港元下調至155港元。瑞聲科技跌約1%。

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