《大行報告》高盛:舜宇(02382.HK)7月手機鏡頭出貨量按年負增長 維持「沽售」評級
高盛發表研究報告指,舜宇光學科技(02382.HK)7月份手機鏡頭出貨量錄得按月增長,但與去年同期比較仍繼續下跌,跌幅達23%,低於2019年7月水平,以及2016至2020年間7月份的平均按年增長。
期內手機攝像模組出貨量按年升約1%,汽車鏡頭按年升約8%,均遜於6月份及過去五年7月平均水平。該行表示,對市場競爭加劇及公司於手機鏡頭的優勢是否已消散等問題感到關注,並認為數據或反映產品組合調整較慢。
高盛維持對舜宇的「沽售」評級,目標價92元不變,比起手機鏡頭,高盛更看好半導體及軟件商。
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