港股异动 | 舜宇(2382.HK)跌4% 高盛予其“沽售”评级 对2021年镜头行业维持负面看法
格隆汇5月13日丨舜宇光学(2382.HK)跌4%,报165港元,总市值1810亿港元。该股自创历史新高以来持续下跌,累计回撤30%。公司4月份手机镜头出货量同比升11%,环比跌5%;车载镜头出货量同比升1.92倍,环比跌6%。高盛发布研究报告称,予舜宇光学“沽售”评级,目标价92港元,对2021年镜头行业仍维持负面看法,主因智能手机镜头设计改变及竞争加剧。野村料舜宇5月手机镜头和手机镜头模组的出货量都将会持续下跌。

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