高伟电子(01415)早盘盘中涨超7%,高见28.75港元,续创上市新高。截至发稿,股价上涨6.55%,现报28.45港元,成交额8699.89万港元。 招商证券指出,iPhone新机后摄模组导入顺利,良率爬坡进度超预期,看好下半年业绩成长弹性。另外,公司中长线受益于苹果三年向上周期、光学创新及自身份额持续提升,激光雷达、VR/AR亦是未来成长动力。考虑到公司下半年后摄业务的良率爬坡及份额提升...
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