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《大行報告》麥格理降舜宇(02382.HK)目標價至65元 評級「跑贏大市」
阿思達克 03-25 11:37
麥格理發表報告,相信舜宇光學(02382.HK)今年保守的展望令市場驚訝,導致早前股價明顯回調。但該行預期,由於需求回升以及集團於華為的佔有率增長,與指引相比,其智能手機零件的銷量增長將會更高。 麥格理維持對舜宇股份「跑贏大市」評級,反映該行對鏡頭升級周期的展望,不過因汽車相關收入減少,目標價由80.1元降至65元,維持屬首選股名單之列。
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