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《大行報告》麥格理微升舜宇(02382.HK)目標價至143.2元 評級「中性」
阿思達克 03-24 11:58
麥格理發表報告指,由於宏觀推動的消費者開支疲弱,限制了鏡頭的升級需求,舜宇光學(02382.HK)管理層預計智能手機鏡頭模組/鏡頭的平均售價及毛利率在短期內將面對壓力。不過,集團會將三分之一的資本支出用於AR/VR、汽車鏡頭模組和激光雷達,同時繼續在差異化智能手機鏡頭解決方案上創新。 麥格理微升舜宇股份目標價1%至143.2元,評級維持「中性」,今年至2024年盈利預測分別升1%、降2%及升1%。
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