大行評級|麥格理:下調舜宇光學科技目標價至112.7港元 視近日股價回調爲入市機會
麥格理髮表研究報告指,舜宇光學科技新任首席執行官對2025年給出了樂觀的指引,看好該公司正從以產品爲中心的企業,向科技賦能者戰略轉型。該行認爲,舜宇除了在智能手機及汽車零部件領域可取得更多市場份額外,在AI眼鏡及機械人領域發展亦處於有利地位。
該行將舜宇近日股價回調視爲入市機會,繼續列爲精選買入股份,給予“跑贏大市”評級。但基於新經營指引及營運開支比率,該行將舜宇今明兩年淨利潤預測下調2%及5%,目標價從125.6港元下調至112.7港元。
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