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《大行報告》麥格理:看好智能手機明年恢復規格升級 籲買入舜宇(02382.HK)及大立光
阿思達克 10-07 14:29
麥格理發表報告表示,數據顯示8月份內地智能手機出貨量按年下跌9.2%,惟按月持續有改善錄升5.3%,當中華為在內地之市佔率按月下跌6.3個百分點至41.2%,為7個月新低,主因其他手機品牌加快推出4G/5G中端手機。隨著中端手機的暢銷,整體智能手機規格有所下降。

該行指,預期消費者支出由電腦/手提電腦/平板電腦轉向智能手機,對明年手機規格恢復升級感到樂觀,因此建議買入舜宇(02382.HK)及大立光,予舜宇「增持」評級及目標價為152元。

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