You are browsing the Hong Kong website, Regulated by Hong Kong SFC (CE number: BJA907). Investment is risky and you must be cautious when entering the market.
大摩:由於相機升級前景 看好舜宇光學(2382.HK)
格隆匯 11-30 13:00

摩根士丹利發表行業報告稱,該行一項消費調查顯示5G需求等因素推動了史上最強勁的智能手機升級年,看好5G基礎設施和智能手機供應商,其中考慮到相機升級前景,對舜宇光學科技(2382.HK)看高一線。

大摩續指,手機供應鏈方面,由於相機升級前景,首先看好舜宇光學,另外半導體廠商會從5G升級中受益更多,而台積電是蘋果公司應用處理器的唯一供應商,有20%的收入來自蘋果公司;此外,台積電的核心5G客户還包括聯發科和高通,故預計明年台積電有25%至30%的收入將來自客户的5G升級週期,帶動整體收入增速優於預期。

Follow us
Find us on Facebook, Twitter , Instagram, and YouTube or frequent updates on all things investing.Have a financial topic you would like to discuss? Head over to the uSMART Community to share your thoughts and insights about the market! Click the picture below to download and explore uSMART app!
Disclaimers
uSmart Securities Limited (“uSmart”) is based on its internal research and public third party information in preparation of this article. Although uSmart uses its best endeavours to ensure the content of this article is accurate, uSmart does not guarantee the accuracy, timeliness or completeness of the information of this article and is not responsible for any views/opinions/comments in this article. Opinions, forecasts and estimations reflect uSmart’s assessment as of the date of this article and are subject to change. uSmart has no obligation to notify you or anyone of any such changes. You must make independent analysis and judgment on any matters involved in this article. uSmart and any directors, officers, employees or agents of uSmart will not be liable for any loss or damage suffered by any person in reliance on any representation or omission in the content of this article. The content of this article is for reference only. It does not constitute an offer, solicitation, recommendation, opinion or guarantee of any securities, financial products or instruments.The content of the article is for reference only and does not constitute any offer, solicitation, recommendation, opinion or guarantee of any securities, virtual assets, financial products or instruments. Regulatory authorities may restrict the trading of virtual asset-related ETFs to only investors who meet specified requirements.
Investment involves risks and the value and income from securities may rise or fall. Past performance is not indicative of future performance.
uSMART
Wealth Growth Made Easy
Open Account