异动解读|舜宇光学科技盘中上涨3.01%,院士CTO加盟加速光互连战略转型叠加多重订单预期

行情直击
Jun 03

6月3日,舜宇光学科技盘中上涨3.01%,报85.5港元/股,成交额2.56亿港元。

消息面上,公司宣布聘请加拿大工程院院士顾波担任副总裁兼首席技术官,主导光互连等前沿技术研发落地,被视为公司从"成像感知"向"光学+AI"战略转型的关键举措。此外,知名分析师郭明錤最新供应链调查显示公司正利用光学技术优势进入AI服务器CPO/硅光耦合元件领域,已获得OpenAI装置光学零组件订单,并成为苹果新CCM供应商,取得下半年新款iPhone高单价可变光圈镜头订单,份额近50%。院士CTO加盟与多重订单预期共振,推动股价延续强势。

舜宇光学科技主要从事光学及相关产品的设计、研发、生产和销售,主要产品包括手机镜头、车载镜头、摄像模组等,产品销往中国国内与海外市场。

(以上内容均基于市场公开消息,由程序或算法智能生成,仅作为股价异动提醒,不作为投资建议或交易依据。)

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