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港股異動 | 舜宇(02382.HK)漲5% 首次納入到蘋果鏡頭供應鏈獲機構唱好
格隆匯 07-27 10:26
格隆匯7月27日丨舜宇光學(02382.HK)現漲5%為最佳恆指成份股,報145港元,暫成交5.2億港元,最新總市值1590億港元。天風證券分析師郭明錤最新研究結果預測稱,韓國鏡頭供應商Semco與中國鏡頭供應商舜宇光學將分別自2020下半年與2021年進入Apple鏡頭供應鏈。舜宇預計自2021上半年開始大量出貨iPad與少量Mac鏡頭。摩通指舜宇首次納入到蘋果鏡頭供應鏈,目標價升至165港元。評級由“中性”升至“增持”。惟降舜宇今年盈測7%以反映安卓智能手機目前市場需求的疲軟;升公司明年盈測2%,以反映其未來市場業績的增長。

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