高盛：维持舜宇光学(02382)“中性”评级 目标价65港元
高盛发布报告称，维持舜宇光学(02382)“中性”评级，目标价65港元。公司举行2024投资者日活动，当中主要讨论了智能手机镜头需求复苏、汽车镜头规格升级和定价压力，以及人工智能对光学行业的影响。
该行指出，整体而言，舜宇光学预期2024年全球智能手机出货量将温和复苏(同比升3.5%)，并看好公司产品组合和客户组合改善带动的增长。车载摄像头规格继续升级，也见需求不断增长，公司正努力在汽车原始设备制造商的定价压力下降低成本。人工智能扩大了边缘智能设备和机械人的摄像头潜在市场。管理层认为，由于硬件功能无法完全被软件或人工智能取代，因此摄像头规格仍将至关重要。
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