金吾财讯 | 丘钛科技(01478)午后股价短线拉高，截至发稿，报7.22港元，涨幅6.18%，成交额4715.49万港元。丘钛科技公布，于2025年5月，摄像头模组销售数量合计3392.3万件，环比增长2.1%，同比减少15.6%。指纹识别模组销售数量合计1524.1万件，环比减少13%，同比增长45%。花旗发布研报称，丘钛科技5月出货量摄像头模组(CCM)落后，指纹识别模组(FPM)领先，维持“买入”评级，目标价为8.8港元。短期催化因素可能是旗舰机型发布，不过鉴于库存消化以及宏观不确定性，原始设备制造商(OEM)可能采取保守采购策略，这或对股价评级构成压力。
Disclaimer: Investing carries risk. This is not financial advice. The above content should not be regarded as an offer, recommendation, or solicitation on acquiring or disposing of any financial products, any associated discussions, comments, or posts by author or other users should not be considered as such either. It is solely for general information purpose only, which does not consider your own investment objectives, financial situations or needs. TTM assumes no responsibility or warranty for the accuracy and completeness of the information, investors should do their own research and may seek professional advice before investing.