6月29日，舜宇光学科技盘中下跌3.28%，报57.8港元/股，成交额3.98亿港元，延续上一交易日超9%的大幅跌势。
消息面上，多重利空持续承压。苹果此前确认受AI浪潮带动存储芯片短缺，旗下产品将全面涨价，终端需求前景承压直接冲击手机产业链。同时，此前报道的大客户削减约30%手机零部件采购规模的利空自6月初以来持续发酵，直接拖累公司下半年出货量预期。此外，公司于6月26日公告拟发行人民币计值债券用于现有债务再融资，进一步加剧市场抛压情绪。舜宇光学手机镜头及摄像模组业务占比较高，在终端需求承压、客户砍单及融资稀释担忧三重夹击下，股价短期持续走弱。
（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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