星展：降舜宇光学科技目标价至55港元高端化提升毛利率

财通社03-25

3月25日讯，星展发表报告，降舜宇光学科技(02382.HK)今明两年盈利预测33%及42%，反映慢于预期的交付复苏，目标价由79港元降至55港元，相等于预测2024年市盈率21倍。基于对人工智能手机热潮预期，仍预测2023年至2026年预测盈利年复合增长率54%，重申予“买入”评级。该行指，人工智能科技增加渗透至智能手机市场，将提升高端手机销售，一般会提升高端镜头产能需求。该行指手机高端化提升...

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星展：降舜宇光学科技目标价至55港元 高端化提升毛利率

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星展：降舜宇光学科技目标价至55港元高端化提升毛利率