大行評級|花旗:上調丘鈦科技目標價至8.8港元 2024財年業績符合預期
花旗發表研報指,丘鈦科技2024財年業績表現與指引及該行預測一致,下半年的屏下指紋識別模塊(FPM)業務利潤率為市場帶來驚喜。該行將丘鈦目標價由8.2港元上調至8.8港元,維持“買入”評級。花旗將丘鈦攝像頭模塊(CCM)出貨量增長預測由10%下調至3%,手機攝像頭模塊(HCM)預計持平,其他產品受高級輔助駕駛系統(ADAS)及尖端人工智能(AI)趨勢推動,預計按年增長100%。
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