港股異動 | 舜宇(2382.HK)跌4% 高盛予其“沽售”評級 對2021年鏡頭行業維持負面看法
格隆匯5月13日丨舜宇光學(2382.HK)跌4%,報165港元,總市值1810億港元。該股自創歷史新高以來持續下跌,累計回撤30%。公司4月份手機鏡頭出貨量同比升11%,環比跌5%;車載鏡頭出貨量同比升1.92倍,環比跌6%。高盛發佈研究報吿稱,予舜宇光學“沽售”評級,目標價92港元,對2021年鏡頭行業仍維持負面看法,主因智能手機鏡頭設計改變及競爭加劇。野村料舜宇5月手機鏡頭和手機鏡頭模組的出貨量都將會持續下跌。
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