招银国际研报指出，舜宇光学(02382.HK) 发布2025财年盈喜，料净利润年增70%至75%，主要受到高端规格升级、产品组合优化及收购歌尔光学股权的投资收益驱动。展望今年，该行预测集团智能驾驶趋势、AI/AR眼镜量产及高端镜头规格升级，将推动收入增长，足以抵销因内存成本压力导致的智能手机业务疲弱。招银国际下调集团今明两年每股盈利预测1%至4%，以反映智能手机行业的逆风；使用分类加总估值(...
Source Link招银国际研报指出，舜宇光学(02382.HK) 发布2025财年盈喜，料净利润年增70%至75%，主要受到高端规格升级、产品组合优化及收购歌尔光学股权的投资收益驱动。展望今年，该行预测集团智能驾驶趋势、AI/AR眼镜量产及高端镜头规格升级，将推动收入增长，足以抵销因内存成本压力导致的智能手机业务疲弱。招银国际下调集团今明两年每股盈利预测1%至4%，以反映智能手机行业的逆风；使用分类加总估值(...
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