大和发表报告，将舜宇光学(02382.HK) 目标价由85元降至72元，维持“跑赢大市”评级。大和认为内存价格上涨将在2026年为智能手机市场带来不可避免的逆风。尽管相关风险已基本反映在舜宇光学股价中，但认为短期市场情绪仍然冷淡。该行对该舜宇光学长远成长增长仍持乐观态度，因智能手机相机规格升级的结构性趋势；每辆汽车搭载的相机内容日益增加；XR技术庞大的市场潜力。(ha/u)(港股报价延迟最少...
Source Link大和发表报告，将舜宇光学(02382.HK) 目标价由85元降至72元，维持“跑赢大市”评级。大和认为内存价格上涨将在2026年为智能手机市场带来不可避免的逆风。尽管相关风险已基本反映在舜宇光学股价中，但认为短期市场情绪仍然冷淡。该行对该舜宇光学长远成长增长仍持乐观态度，因智能手机相机规格升级的结构性趋势；每辆汽车搭载的相机内容日益增加；XR技术庞大的市场潜力。(ha/u)(港股报价延迟最少...
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