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大行評級|招銀國際:舜宇光學科技盈利上升週期纔開始 目標價升至102.89港元
格隆匯 02-14 11:57

招銀國際發表研究報告指,舜宇光學科技盈利上升週期纔開始,將目標價由72.52港元大升至102.89港元,相當於預測今年市盈率30.3倍,維持“買入”評級。該行相信公司今年可以繼續受惠於內地補貼、AI規格升級、智能駕駛的加快,以及邊緣AI硬件的爆發(如AI眼鏡)。

該行預計公司盈利上升週期會延伸至今年上半年,將對公司今明兩年的盈利預測分別升17%及14%,以反映AI手機的升級、智能駕駛及邊緣AI增長,未來催化劑料包括AI手機推出、AI智能眼鏡及ADAS(高級輔助駕駛系統)加快普及。

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