舜宇(02382.HK)倒升逾6% 上月手機鏡頭出貨量年增2.5%
藍籌舜宇光學(02382.HK)公布12月手機鏡頭出貨量按年增2.5%至1.3億件,交銀國際重申舜宇「買入」評級,目標價升近19%至220元,但野村卻降舜宇評級至「減持」,目標價升至168元。該股繼扭轉上周五破頂勢,今早低開0.6%報188元獲承接,掉頭繼續創紀錄高,最高見204.6元,現造200.6元,續升6.1%,大幅跑贏同業及大市,成交已有387萬股,涉資7.77億元。
舜宇上周五公布,去年12月手機鏡頭出貨量按年增2.5%至1.3億件,車載鏡頭升37.3%至573.6萬件,玻璃球面鏡片升19.7%至464.3萬件,其他鏡頭升35.9%至800.5萬件。不過,手機攝像模組按年跌23.9%至4,529.1萬件,主因是智能手機供應鏈中關鍵零部件缺貨,其他光電產品升2.8%至440.6萬件。
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