智通财经APP获悉，富瑞发布研究报告称，重申高伟电子(01415)“买入”评级，目标价由31港元升至35港元。公司同业平均市盈率为21倍，市盈增长比率为0.8倍。
该行预计，高伟电子将进一步扩大其在iPhone非主摄镜头份额，并于2026至2027年渗透主摄镜头，逐步于2028至2030年达到整体后置摄镜头30至35%的占有率。苹果可能会推出更多具有人工智能功能的创新IoT产品，因此可能会提高对摄镜头的需求。
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