大行评级丨花旗:科技新品发布会将是舜宇的下一波催化剂,上调目标价至103港元

格隆汇
Aug 21, 2025

花旗分析师在一份报告中指出,科技新品发布会,如即将到来的Meta新技术发布会Meta Connect以及苹果的潜在iPhone发布会,或将成为舜宇光学科技(2382.HK)的下一波催化剂,因此对其持短期看涨观点。舜宇光学科技仍是边缘AI设备多摄像头升级周期以及汽车高级辅助驾驶系统(ADAS)渗透加速的核心受益者。预计2025–2027年,公司净利润将实现23%的复合年增长率(CAGR)。基于此,花旗将舜宇光学科技目标价由98.00港元上调至103.00港元,并重申其“买入”评级。

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.

Most Discussed

  1. 1
     
     
     
     
  2. 2
     
     
     
     
  3. 3
     
     
     
     
  4. 4
     
     
     
     
  5. 5
     
     
     
     
  6. 6
     
     
     
     
  7. 7
     
     
     
     
  8. 8
     
     
     
     
  9. 9
     
     
     
     
  10. 10