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小摩:维持舜宇光学科技(02382)“中性”评级 目标价下调至65港元

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摩根大通发布报告称,虽然认为舜宇光学科技(02382)基本面最坏时期已经过去,但考虑盈利增长乏力,仍维持“中性”评级,目标价由78港元下调至65港元,因为智能手机零件的重新补货期短过预期;虽然行业内摄像头质量有所改善,但认为达不到乐观情景预期,因为只有华为在摄像头规格升级方面更为进取,而其他智能手机品牌则相对谨慎,原因是其他半导体零部件如记忆体的销售均价急升。

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