异动解读｜舜宇光学科技盘中上涨3.36%，中期业绩披露当日资金抢筹叠加机构观点偏多

行情直击08-26

8月26日，舜宇光学科技盘中上涨3.36%，报63.15港元，成交额2.15亿港元。消息面上，公司中期业绩将于今日盘后正式披露，市场对手机与车载光学订单结构及利润弹性预期升温，资金在业绩窗口前集中布局。

从机构动向看，瑞银近期将持股比例提升至6.02%，公开渠道机构观点看多占比较高；花旗此前亦明确看好第三季iPhone生产强劲，将舜宇光学列为升级受惠标的。上一期财报显示公司营业收入约432.29亿元人民币，毛利率19.60%，归母净利润14.96亿元。此外，电子元件板块近期在AI硬件与光通信高景气带动下反复活跃，板块共振亦对个股形成支撑。

（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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