异动解读 | 舜宇光学科技盘中大涨5%，苹果备货上调及AI光互连预期支撑反弹

异动解读05-27

舜宇光学科技今日盘中大涨5.00%，引起了市场的广泛关注。

消息面上，该股前一交易日因大客户削减手机零部件采购规模的消息而下跌，当前利空因素已得到消化。花旗研报指出，苹果最新iPhone备货计划上调及中国市场需求改善，核心供应链将迎来补库存与估值修复双重驱动。同时，公司光通信产品已向国内头部光模块厂商及海外顶级客户送样验证，AI光互连预期持续升温。公司董事长此前表示海外大客户收入将实现100%以上增长，多重中长期积极因素在短期利空释放后重新主导市场定价。

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