金吾财讯 | 美银证券在研报中表示，比亚迪(01211)引领的汽车行业先进辅助驾驶等增长加快，同时受智能手机补贴政策推动手机产品组合结构加快改善，这将支持舜宇光学科技(02382)的利润及盈利。此外，该行认为，舜宇光学此前发布的盈喜表现好于预期，显示了公司的利润能力。
基于以上因素，美银证券上调舜宇光学2024至2026年每股盈利预测7%至15%，并引入2027年的盈利预测。为捕捉明年更强劲的汽车业务趋势，该行将舜宇光学的估值基准向前置换，目标价由75港元上调36%至102港元，并重申“买入”评级。
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