港股詳情

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舜宇光學科技

86.400

-3.600-4.00%

成交量：644.01萬

成交額：5.66億

市值：945.91億

市盈率：80.14

高：89.700

開：89.000

低：86.000

收：90.000

資料載入中...

總覽公司新聞公告

花旗：比亞迪電子(00285)、韋爾股份(603501.SH)及舜宇光學科技(02382)將成ADAS/智能車趨勢主要受益者

花旗：ADAS和自動駕駛是今年的關鍵投資主題

蘋果概念部分揚升舜宇光學科技(02382)漲近4% 機構指蘋果若推摺疊產品或帶動果鏈摺疊屏產業投資機會

【花旗：舜宇、比亞迪電子及韋爾股份將成為ADAS/智能車趨勢下主要受益者】花旗發表研報指，比亞迪於智能化戰略發佈會上正式宣佈推出高階智駕系統“天神之眼”，對其主要供應鏈帶來正面影響，認為比亞迪電子為主要受益者，其次是韋爾股份和舜宇光學。花旗認為，高級輔助駕駛系統(ADAS)加自動駕駛今年起成為關鍵投資主題，隨着ADAS滲透至10萬元以下車型，比亞迪電子汽車業務今明兩年收入較原預測有3%及5%提升空間，惟近期的股價上漲可能已反映了大部分預期。而韋爾股份和舜宇光學亦將受惠於ADAS在整體汽車市場滲透率的提升，因為兩間公司都有約30%至40%利潤貢獻來自該領域。

《大行》花旗：舜宇(02382.HK)比亞迪電子(00285.HK)韋爾股份(603501.SH)將成為ADAS/智能車趨勢下主要受益者

阿斯达克财经

《半日速報》恒指半日收報21,395點跌126點; 恒生科技指數半日收報5,204點跌82點吉利跌逾10% 舜宇、匯控、工行、比亞迪、中行創新高

阿斯达克财经

港股午評：恒指收跌0.59% 汽車股大幅下挫

科技爆發帶動板塊重估，港股科技30ETF換手率超30%，舜宇光學科技漲超8%

21世纪经济报道

舜宇光學：高盛看好，下半年營收預增 11%

【部分港股蘋果概念股走強舜宇光學科技漲超6%】截至發稿，舜宇光學科技(02382.HK)漲6.18%、比亞迪電子(00285.HK)漲2.95%、丘鈦科技(01478.HK)漲1%。消息方面，高盛預計，舜宇光學科技下半年的營收將同比增長11%，主要得益於車載鏡頭銷售的增長以及手機鏡頭組合的升級。該行將舜宇光學科技的H股目標價從70.4港元上調至80.1港元，並維持其中性評級。

【港股通】舜宇光學科技(02382)漲超6% 高盛看好公司產品組合升級料下半年其營收按年增11%

港股異動 | 舜宇光學再漲超6%，本月累漲超25%，高盛看好公司車載鏡頭產品升級進程有望加速

老虎资讯综合

舜宇光學現漲逾5% 高盛看好公司車載鏡頭產品升級進程有望加速

異動解讀 | 高盛看好舜宇光學技術公司發展前景盤中大漲6.18%

舜宇光學科技盤中異動快速上漲5.03%報86.650港元

舜宇光學科技(02382)出現大手買入10.37萬股，成交價$85.0，涉資881.45萬

阿斯达克财经

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舜宇光學科技(02382)漲近4% 機構指蘋果若推摺疊產品 或帶動果鏈摺疊屏產業投資機會","url":"https://stock-news.laohu8.com/highlight/detail?id=2510821222","media":"金吾财讯","labels":["productRelease"],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2510821222?lang=zh_tw&edition=fundamental","pubTime":"2025-02-11 13:44","pubTimestamp":1739252692,"startTime":"0","endTime":"0","summary":"金吾财讯 | 苹果概念部分扬升，舜宇光学科技(02382)涨3.82%，比亚迪电子(00285)涨3.41%，丘钛科技(01478)涨0.75%。Counterpoint Research 发布 2024年全球手机畅销排行榜，iPhone15 基础款成为 24 年全球最畅销手机，苹果和三星的机型继续主导榜单前十。华安证券报告指出，根据台湾经济日报的报道，苹果计划于2026年秋季推出首款折叠iPhone，并在2027年推出折叠iPad和MacBook，进一步拓展折叠装置市场。苹果折叠形态的发布叠加苹果 Al 能力的加持或将进一步带动苹果产业链折叠屏个股的产品创新和产业投资机会。","market":"sh","thumbnail":"https://static.szfiu.com/news/20241108/NDQ1MWJhN2NhODAzMzgwYTAyY2UxMDMzODA5NjE3NDc=.jpg","type":0,"news_type":0,"thumbnails":["https://static.szfiu.com/news/20241108/NDQ1MWJhN2NhODAzMzgwYTAyY2UxMDMzODA5NjE3NDc=.jpg"],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"1952895","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"1","news_top_title":null,"news_tag":"productRelease","news_rank":0,"length":0,"strategy_id":0,"source":null,"symbols":["LU0234572021.USD","BK1540","LU0784385170.HKD","LU2108987350.USD","IE000W1ABFV2.USD","LU2505996509.AUD","LU2077746001.SGD","IE00BKDWB100.SGD","LU1989771016.USD","LU2420271590.USD","LU1571399168.USD","LU0738911758.USD","IE000KEQY171.SGD","LU2087621335.USD","LU0957791311.USD","LU2505996681.GBP","LU2250418816.HKD","BK4512","SG9999000418.SGD","02382","IE00B19Z8X17.USD","LU1066051811.HKD","LU1582987324.SGD","LU0234570918.USD","LU2097344431.USD","LU2403377893.USD","LU0149725797.USD","LU1046421795.USD","LU1868837300.USD","LU1989764664.SGD","MACW.SI","LU0640476718.USD","LU0080751232.USD","LU1815336760.USD","LU0882574139.USD","LU0823434740.USD","LU1211504680.USD","LU1917777945.USD","LU2092627202.USD","01478","SG9999014880.SGD","LU0056508442.USD","IE0003U64NQ7.SGD","LU1066051498.USD","SG9999018865.SGD","LU2430703095.HKD","BK4170","BK4550","BK1515"],"gpt_icon":0},{"id":"2510094821","title":"【花旗：舜宇、比亞迪電子及韋爾股份將成為ADAS/智能車趨勢下主要受益者】花旗發表研報指，比亞迪於智能化戰略發佈會上正式宣佈推出高階智駕系統“天神之眼”，對其主要供應鏈帶來正面影響，認為比亞迪電子為主要受益者，其次是韋爾股份和舜宇光學。花旗認為，高級輔助駕駛系統(ADAS)加自動駕駛今年起成為關鍵投資主題，隨着ADAS滲透至10萬元以下車型，比亞迪電子汽車業務今明兩年收入較原預測有3%及5%提升空間，惟近期的股價上漲可能已反映了大部分預期。而韋爾股份和舜宇光學亦將受惠於ADAS在整體汽車市場滲透率的提升，因為兩間公司都有約30%至40%利潤貢獻來自該領域。","url":"https://stock-news.laohu8.com/highlight/detail?id=2510094821","media":"金融界","labels":["productRelease"],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2510094821?lang=zh_tw&edition=fundamental","pubTime":"2025-02-11 13:37","pubTimestamp":1739252273,"startTime":"0","endTime":"0","summary":"花旗发表研报指，比亚迪于智能化战略发布会上正式宣布推出高阶智驾系统“天神之眼”，对其主要供应链带来正面影响，认为比亚迪电子为主要受益者，其次是韦尔股份和舜宇光学。花旗认为，高级辅助驾驶系统(ADAS)加自动驾驶今年起成为关键投资主题，随着ADAS渗透至10万元以下车型，比亚迪电子汽车业务今明两年收入较原预测有3%及5%提升空间，惟近期的股价上涨可能已反映了大部分预期。而韦尔股份和舜宇光学亦将受惠于ADAS在整体汽车市场渗透率的提升，因为两间公司都有约30%至40%利润贡献来自该领域。","market":"hk","thumbnail":"","type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":"862522f4983ec823a336f20311dff7c1","theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"https://24h.jrj.com.cn/2025/02/11133748071461.shtml","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"1","news_top_title":null,"news_tag":"productRelease","news_rank":0,"length":0,"strategy_id":0,"source":"jinrongjie_stock","symbols":["BK0014","LU1781817850.SGD","02382","BK0264","LU0531970944.HKD","LU2097828474.EUR","EVS.SI","LU0348766576.USD","BK1509","BK4207","HYDD.SI","LU1808992512.USD","LU1820825898.SGD","81211","BK0155","BK0214","LU0128525689.USD","LU2462157665.USD","LU2476274308.USD","LU0980610538.SGD","LU0106831901.USD","LU2236285917.USD","LU1201861249.SGD","LU1146622755.USD","002594","SG9999015986.USD","LU1791807156.HKD","BK1170","159888","LU0320765646.SGD","LU0449509016.USD","LU1868837722.USD","LU2125154935.USD","LU2125154778.USD","01211","BK4534","BK1580","LU1668664300.SGD","SG9999014674.SGD","BK1149","LU1831875114.USD","LU0072461881.USD","LU0516423174.USD","LU0516422366.SGD","LU0320764599.SGD","LU1023057109.AUD","LU2360032135.SGD","BYDDY","603501"],"gpt_icon":0},{"id":"2510829336","title":"《大行》花旗：舜宇(02382.HK)比亞迪電子(00285.HK)韋爾股份(603501.SH)將成為ADAS/智能車趨勢下主要受益者","url":"https://stock-news.laohu8.com/highlight/detail?id=2510829336","media":"阿斯达克财经","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2510829336?lang=zh_tw&edition=fundamental","pubTime":"2025-02-11 12:39","pubTimestamp":1739248740,"startTime":"0","endTime":"0","summary":"花旗发表研报指，比亚迪于智能化战略发布会上正式宣布推出高阶智驾系统“天神之眼”，对其主要供应链带来正面影响，认为比亚迪电子为主要受益者，其次是韦尔股份和舜宇光学。花旗认为，高级辅助驾驶系统加自动驾驶今年起成为关键投资主题，随着ADAS渗透至10万元人民币以下车型，比亚迪电子汽车业务今明两年收入较原预测有3%及5%提升空间，惟近期的股价上涨可能已反映了大部分预期。","market":"other","thumbnail":"https://plib.aastocks.com/aafnnews/image/medialib/20220629155636024_s.jpg","type":0,"news_type":0,"thumbnails":["https://plib.aastocks.com/aafnnews/image/medialib/20220629155636024_s.jpg"],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"http://www.aastocks.com/tc/stocks/news/aafn-con/NOW.1416313/latest-news/AAFN","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"1","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":"aastocks_highlight","symbols":["LU1211504680.USD","BK1170","LU0326950275.SGD","BK1582","LU0348766576.USD","BK1580","BK1608","LU1328615791.USD","00285","159888","LU1064130708.USD","BK0214","LU1064131003.USD","BK1504","BK0125","02382","BK1521","603501","BK1149","SG9999014674.SGD","LU0274383008.USD","BK1515","LU2148510915.USD","BK1540","LU1831875114.USD","BK1607","LU0348767384.USD","BK1589"],"gpt_icon":0},{"id":"2510582303","title":"《半日速報》恒指半日收報21,395點 跌126點; 恒生科技指數半日收報5,204點 跌82點 吉利跌逾10% 舜宇、匯控、工行、比亞迪、中行創新高","url":"https://stock-news.laohu8.com/highlight/detail?id=2510582303","media":"阿斯达克财经","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2510582303?lang=zh_tw&edition=fundamental","pubTime":"2025-02-11 12:12","pubTimestamp":1739247120,"startTime":"0","endTime":"0","summary":"恒指半日收21,395点，跌126点或0.6%。恒生科技指数报5,204点，跌82点或1.6%。国指跌58点或0.7%，报7,888点。沽空资料截至 2025-02-10 16:25。","market":"other","thumbnail":"https://plib.aastocks.com/aafnnews/image/medialib/20180725133905145_s.jpg","type":0,"news_type":0,"thumbnails":["https://plib.aastocks.com/aafnnews/image/medialib/20180725133905145_s.jpg"],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"http://www.aastocks.com/tc/stocks/news/aafn-con/NOW.1416301/latest-news/AAFN","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"-1","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":"aastocks_highlight","symbols":["HSHD.SI","HYDD.SI","LU1808992512.USD","LU2097828714.EUR","LU2249611893.SGD","BK0070","HSImain","BK1515","SG9999006597.SGD","BK0264","HSI","LU2148510915.USD","LU1023057109.AUD","LU2580892789.USD","LU0143863784.USD","HSTECH","BK1231","BYDDY","LU1580142542.USD","LU2328871848.SGD","LU2580892862.HKD","BK1582","02382","LU1868837722.USD","00005","02833","LU0289961442.SGD","MHImain","LU0516422366.SGD","BK1170","LU1781817850.SGD","HSBC","BK1610","LU0516422952.EUR","BK1539","LU0856984785.SGD","MCHmain","EVS.SI","HHImain","LU0708995583.HKD","HSBA.UK","LU0449509016.USD","01211","513600","81211","LU0540923850.HKD","03143","BK1601"],"gpt_icon":1},{"id":"2510823338","title":"港股午評：恒指收跌0.59% 汽車股大幅下挫","url":"https://stock-news.laohu8.com/highlight/detail?id=2510823338","media":"美港电讯","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2510823338?lang=zh_tw&edition=fundamental","pubTime":"2025-02-11 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舜宇光學科技漲超8%","url":"https://stock-news.laohu8.com/highlight/detail?id=2510884474","media":"21世纪经济报道","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2510884474?lang=zh_tw&edition=fundamental","pubTime":"2025-02-11 10:29","pubTimestamp":1739240943,"startTime":"0","endTime":"0","summary":"2月11日，港股早盘小幅回调，恒生科技指数截至发稿跌0.64%。相关ETF中，港股科技30ETF盘中探底回升，现跌幅缩窄至0.27%，成交额超1.5亿元，盘中交投依旧活跃，换手率超30%。该行将舜宇光学科技的H股目标价从70.4港元上调至80.1港元，并维持其中性评级。港股科技30ETF跟踪恒生港股通中国科技指数。近期在科技股的带动下，港股市场持续走强，恒生指数昨日再创本轮反弹以来高位，恒生科技指数从1月14日至2月10日已累计反弹超25%。","market":"hk","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":{"source":"tencent","url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20250211103459abca4fba&s=b","rn_cache_url":null,"customStyle":"body{padding-top:10px;}#news_title{font-weight:bold;#titleStyle#;}#news_description span{font-size:12px;#descriptionStyle#;}.footer-note{#statement#}","selectors":".mod-LoadTzbdNews, body","filters":".relate-stock, .hot-list, 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10:24","pubTimestamp":1739240685,"startTime":"0","endTime":"0","summary":"高盛发布研报，对舜宇光学产品组合升级持积极看法。因每辆车配备摄像头数量增加，支持高级辅助驾驶系统功能，车载镜头产品升级进程有望加速。且智能手机摄像头规格和外形尺寸变化，将推动 20MPx+镜头贡献提升。高盛预计，舜宇光学科技下半年营收同比增长 11%，得益于车载镜头销售增长及手机镜头组合升级。同时，随业务规模扩大，高盛下调舜宇 2025 年至 2027 年营运开支比率，分别为 0.2、0.3 和 0.2 个百分点。","market":"hk","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":{"source":"tencent","url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN2025021111065498811ea8&s=b","rn_cache_url":null,"customStyle":"body{padding-top:10px;}#news_title{font-weight:bold;#titleStyle#;}#news_description span{font-size:12px;#descriptionStyle#;}.footer-note{#statement#}","selectors":".mod-LoadTzbdNews, body","filters":".relate-stock, .hot-list, .recom-box, .wx-sou","directOrigin":true},"property":["earning"],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN2025021111065498811ea8&s=b","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"1","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":"tencent","symbols":["02382"],"gpt_icon":0},{"id":"2510868849","title":"【部分港股蘋果概念股走強 舜宇光學科技漲超6%】截至發稿，舜宇光學科技(02382.HK)漲6.18%、比亞迪電子(00285.HK)漲2.95%、丘鈦科技(01478.HK)漲1%。消息方面，高盛預計，舜宇光學科技下半年的營收將同比增長11%，主要得益於車載鏡頭銷售的增長以及手機鏡頭組合的升級。該行將舜宇光學科技的H股目標價從70.4港元上調至80.1港元，並維持其中性評級。","url":"https://stock-news.laohu8.com/highlight/detail?id=2510868849","media":"金融界","labels":["dataReport","rating"],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2510868849?lang=zh_tw&edition=fundamental","pubTime":"2025-02-11 09:51","pubTimestamp":1739238691,"startTime":"0","endTime":"0","summary":"截至发稿，舜宇光学科技(02382.HK)涨6.18%、比亚迪电子(00285.HK)涨2.95%、丘钛科技(01478.HK)涨1%。消息方面，高盛预计，舜宇光学科技下半年的营收将同比增长11%，主要得益于车载镜头销售的增长以及手机镜头组合的升级。该行将舜宇光学科技的H股目标价从70.4港元上调至80.1港元，并维持其中性评级。","market":"sh","thumbnail":"","type":0,"news_type":0,"thumbnails":[],"rights":null,"property":["rate","earning"],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"https://24h.jrj.com.cn/2025/02/11095148068129.shtml","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"1","news_top_title":null,"news_tag":"dataReport,rating","news_rank":0,"length":0,"strategy_id":0,"source":"jinrongjie_stock","symbols":["01478","02382","YANG","HSCEI","HSTECH"],"gpt_icon":0},{"id":"2510495678","title":"【港股通】舜宇光學科技(02382)漲超6% 高盛看好公司產品組合升級 料下半年其營收按年增11%","url":"https://stock-news.laohu8.com/highlight/detail?id=2510495678","media":"金吾财讯","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2510495678?lang=zh_tw&edition=fundamental","pubTime":"2025-02-11 09:51","pubTimestamp":1739238667,"startTime":"0","endTime":"0","summary":"高盛发研指，对公司的产品组合升级持积极看法。高盛预计，舜宇光学科技下半年的营收将同比增长11%，主要得益于车载镜头销售的增长以及手机镜头组合的升级。由于智能手机规格升级带动手机镜头业务收入增加，高盛将舜宇2025年至2027年的盈利预测分别上调4%。同时，随着业务规模的扩大，高盛将舜宇2025年至2027年的营运开支比率分别下调0.2、0.3和0.2个百分点。高盛将舜宇光学科技的H股目标价从70.4港元上调至80.1港元，并维持其中性评级。","market":"other","thumbnail":"https://static.szfiu.com/news/20241108/MGQ5MWNhYjgxMjA0ZDU3OGI4Y2EzYTk1OWIyNGM1NTg2NTUyNjEzMTk5Ng==.jpg","type":0,"news_type":0,"thumbnails":["https://static.szfiu.com/news/20241108/MGQ5MWNhYjgxMjA0ZDU3OGI4Y2EzYTk1OWIyNGM1NTg2NTUyNjEzMTk5Ng==.jpg"],"rights":null,"property":["earning"],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"1952871","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"1","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":null,"symbols":["HSTECH","02382","HSCEI","YANG"],"gpt_icon":1},{"id":"2510846848","title":"港股異動 | 舜宇光學再漲超6%，本月累漲超25%，高盛看好公司車載鏡頭產品升級進程有望加速","url":"https://stock-news.laohu8.com/highlight/detail?id=2510846848","media":"老虎资讯综合","labels":["movement"],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2510846848?lang=zh_tw&edition=fundamental","pubTime":"2025-02-11 09:48","pubTimestamp":1739238537,"startTime":"0","endTime":"0","summary":"智通财经APP获悉，舜宇光学再涨超4%，截至发稿，涨4.42%，报86.15港元，成交额1.53亿港元。高盛发布研报称，对舜宇光学的产品组合升级持积极看法。高盛预计，舜宇光学科技下半年的营收将同比增长11%，主要得益于车载镜头销售的增长以及手机镜头组合的升级。由于智能手机规格升级带动手机镜头业务收入增加，高盛将舜宇2025年至2027年的盈利预测分别上调4%。","market":"sh","thumbnail":"https://static.tigerbbs.com/c318bcd91a109139b7d70c76c30bb154","type":0,"news_type":0,"thumbnails":["https://static.tigerbbs.com/c318bcd91a109139b7d70c76c30bb154"],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":"","theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"http://www.zhitongcaijing.com/content/detail/1248125.html","is_publish_highlight":true,"source_rank":0,"column":"","sentiment":"1","news_top_title":"港股异动 | 舜宇光学再涨超6%，高盛看好公司车载镜头产品升级进程有望加速","news_tag":"movement","news_rank":0,"length":0,"strategy_id":0,"source":null,"symbols":["LU1791807156.HKD","BK4550","BK4585","IE00BFXG1179.USD","IE00B19Z3581.USD","LU1211504680.USD","LU1668664300.SGD","BK4533","BK4127","LU2237443382.USD","IE0034235188.USD","LU2237443465.HKD","LU0326950275.SGD","LU2237443622.USD","02382","BK4504","BK1608","LU1831875114.USD","BK1521","BK4516","BK4588","IE00BSNM7G36.USD","LU2237443978.SGD","LU2237443549.SGD","BK1504","LU0106831901.USD","IE0002270589.USD","BK1170","BK4552","IE0004091025.USD","LU2237443895.HKD","LU2237438978.USD","IE00B19Z3B42.SGD","IE0004086264.USD","BK1589"],"gpt_icon":0},{"id":"2510460938","title":"舜宇光學現漲逾5% 高盛看好公司車載鏡頭產品升級進程有望加速","url":"https://stock-news.laohu8.com/highlight/detail?id=2510460938","media":"新浪港股","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2510460938?lang=zh_tw&edition=fundamental","pubTime":"2025-02-11 09:43","pubTimestamp":1739238180,"startTime":"0","endTime":"0","summary":"　　舜宇光学早盘上涨4.80%，现报86.45港元，成交额4.34亿港元。　　高盛发布研报称，对舜宇光学的产品组合升级持积极看法。　　高盛预计，舜宇光学科技下半年的营收将同比增长11%，主要得益于车载镜头销售的增长以及手机镜头组合的升级。由于智能手机规格升级带动手机镜头业务收入增加，高盛将舜宇2025年至2027年的盈利预测分别上调4%。同时，随着业务规模的扩大，高盛将舜宇2025年至2027年的营运开支比率分别下调0.2、0.3和0.2个百分点。","market":"sh","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"https://finance.sina.com.cn/stock/hkstock/marketalerts/2025-02-11/doc-inekanhk2853023.shtml","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"1","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":"sina","symbols":["BK4516","LU2237443382.USD","LU2237443895.HKD","IE00B19Z3B42.SGD","IE0002270589.USD","IE0004086264.USD","LU2237443978.SGD","BK1608","BK1589","BK1170","LU2237443465.HKD","BK4533","BK4588","IE00BSNM7G36.USD","LU2237443622.USD","IE00BFXG1179.USD","LU0326950275.SGD","02382","BK1521","LU1831875114.USD","LU1791807156.HKD","BK4504","BK4552","BK4127","LU2237443549.SGD","IE00B19Z3581.USD","LU1211504680.USD","LU2237438978.USD","LU0106831901.USD","IE0004091025.USD","IE0034235188.USD","LU1668664300.SGD","BK4585","BK4550","BK1504"],"gpt_icon":0},{"id":"1141347945","title":"異動解讀 | 高盛看好舜宇光學技術公司發展前景 盤中大漲6.18%","url":"https://stock-news.laohu8.com/highlight/detail?id=1141347945","media":"异动解读","labels":["movement"],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/1141347945?lang=zh_tw&edition=fundamental","pubTime":"2025-02-11 09:42","pubTimestamp":1739238150,"startTime":"0","endTime":"0","summary":"舜宇光学科技今日股价盘中大涨6.18%,引起市场广泛关注。根据相关新闻报道,这一涨幅与投资银行高盛对公司发展前景的看好密切相关。高盛预计,舜宇光学科技下半年营收将同比增长11%,主要得益于车载镜头销售的增长及手机镜头组合升级。由于公司盈利预期持续向好,高盛上调了公司2025年至2027年的盈利预测。市场对公司长期发展前景的乐观预期,或是推动舜宇光学科技盘中大涨的主要原因。","market":"hk","thumbnail":"","type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":"","theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"1","news_top_title":null,"news_tag":"movement","news_rank":0,"length":0,"strategy_id":0,"source":"ai_movement_cn","symbols":["02382"],"gpt_icon":0},{"id":"2510469758","title":"舜宇光學科技盤中異動 快速上漲5.03%報86.650港元","url":"https://stock-news.laohu8.com/highlight/detail?id=2510469758","media":"市场透视","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2510469758?lang=zh_tw&edition=fundamental","pubTime":"2025-02-11 09:34","pubTimestamp":1739237643,"startTime":"0","endTime":"0","summary":"2025年02月11日早盘09时34分，舜宇光学科技股票出现波动，股价急速拉升5.03%。舜宇光学科技股票所在的电子零件行业中，整体涨幅为0.23%。其相关个股中，舜宇光学科技、丘钛科技、航天控股涨幅较大，振幅较大的相关个股有洲际航天科技、舜宇光学科技、丘钛科技，振幅分别为5.83%、5.52%、3.25%。上调集团2025年目标市盈率至26.4倍及目标价14%，由70.4港元升至80.1港元。","market":"hk","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":{"source":"tencent","url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20250211093404a241301e&s=b","rn_cache_url":null,"customStyle":"body{padding-top:10px;}#news_title{font-weight:bold;#titleStyle#;}#news_description span{font-size:12px;#descriptionStyle#;}.footer-note{#statement#}","selectors":".mod-LoadTzbdNews, body","filters":".relate-stock, .hot-list, .recom-box, 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