异动解读｜舜宇光学科技盘中下跌5.07%，苹果涨价冲击叠加大客户砍单利空持续发酵

行情直击06-26

6月26日，舜宇光学科技盘中下跌5.07%，报62.3港元/股，成交额2.23亿港元，延续前一交易日超11%的大幅跌势。

消息面上，多重利空持续承压。苹果近日公开确认旗下手机产品将上调售价，AI浪潮带动存储芯片短缺、价格飙升为主因，终端涨价预期压制手机产业链需求前景。同时，此前报道的大客户削减约30%手机零部件采购规模的利空自6月初以来持续发酵，直接冲击公司下半年出货量预期。此外，公司今日公告拟发行人民币计值债券，所得款项净额用于现有债务再融资，市场或将其解读为短期资金面偏紧信号。舜宇光学科技手机镜头及摄像模组业务占比较高，在终端需求承压与客户砍单双重夹击下，股价短期持续走弱。

（以上内容均基于市场公开消息，由程序或算法智能生成，仅作为股价异动提醒，不作为投资建议或交易依据。）

免责声明：本文观点仅代表作者个人观点，不构成本平台的投资建议，本平台不对文章信息准确性、完整性和及时性做出任何保证，亦不对因使用或信赖文章信息引发的任何损失承担责任。

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