高盛：舜宇光学科技(02382)上半年收入同比升11% 目标价上调至83.3港元

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智通财经APP获悉，高盛发布研报称，舜宇光学科技(02382)的手机摄像头模组正朝着高端化演变，推动公司收入增长及毛利率扩张，同时满足品牌客户的要求。该行看好舜宇在AI边缘设备、AI/AR眼镜、运动/360度相机等领域的长远潜力，但考虑到智能手机市场饱和及目前估值合理，目标价由82.3港元上调至83.3港元。该行提到，舜宇上半年收入同比升11%，高于该行及市场预测;毛利率大致符合该行预期;纯利同比...

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