麦格理发布研报称,舜宇光学科技(02382)新任首席执行官对2025年给出了乐观的指引,看好该公司正从以产品为中心的企业,向科技赋能者战略转型,认为舜宇除了在智能手机及汽车零部件领域可取得更多市场份额外,在AI眼镜及机器人领域发展亦处于有利地位,将近日股价回调视为入市机会,继续列为该行的精选买入股份,给予“跑赢大市”评级。但基于新经营指引及营运开支比率,该行将舜宇今明两年净利润预测下调2%及5%,目标价从125.6港元下调至112.7港元。
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