舜宇光学科技(02382)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。
高盛发布研报称,看好舜宇光学科技车载镜头产品的升级进程。随着汽车配备摄像头数量的增加以支持高级驾驶辅助或自动驾驶功能,车载镜头产品需求将加速增长。同时,智能手机镜头规格不断升级,也将推动舜宇光学科技高端产品的收入贡献提升。
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。
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