异动解读|舜宇光学科技盘中下跌3.84%,大客户削减约30%手机零部件采购利空持续发酵叠加板块走弱

行情直击
Jun 10

6月10日,舜宇光学科技盘中下跌3.84%,报73.9港元/股,成交额2.96亿港元。消息面上,此前有媒体报道公司一家大客户购买手机零部件的规模将减少约30%,并将下调下半年手机出货预测,该利空自6月初以来持续发酵,股价已从高点回调逾13%。尽管此前公司获院士CTO加盟、苹果可变光圈镜头及OpenAI光学零组件订单等多重利好曾推动股价一周内大幅拉升超20%,但短期获利回吐压力叠加砍单利空,股价延续调整。电子元件板块同步走弱,鸿腾精密跌10.51%、蓝思科技跌5.24%、胜宏科技跌4.67%。

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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