《大行》汇研:舜宇(02382.HK)股价疲弱属市场买入机会 维持目标价86.9元

阿斯达克财经
Jun 30

汇丰研究发表报告指,舜宇光学科技(02382.HK) 正战略性地启动光通讯业务,其现有的精密制造能力可迅速重新部署,目标在2027年实现小规模量产。虽然公司股价因短期产能不利因素而下跌,但该行对其新业务扩张持积极态度,认为近期股价疲弱为市场提供了买入机会。该行指出,舜宇已锁定未来10年的核心增长曲线,其中AI眼镜被视为短期内布局“万亿级市场”的催化剂;资料撷取装置作为中期“具身智能”基础设施;并...

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