金吾财讯 | 高伟电子(01415)盘初走强，截至发稿，报29.62港元，上涨7.01%，成交额9921.06万港元。消息面上，光大证券研究称，看好公司在手机光学升级趋势下持续的成长性，以及向AI眼镜、机器人等新蓝海市场拓展的巨大空间。该机构维持对高伟电子2026年2.3亿美元归母净利润预测，但考虑到大客户后置主摄进展或循序渐进、以及公司将加大研发投入以支撑27-28年业务的长期增长，机构下调27年归母净利润预测至2.9亿美元(此前预测3.4亿美元)，新增2028年归母净利润预测3.6亿美元，维持公司“买入”评级。
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