《大行》富瑞升高伟电子(01415.HK)目标价至35元 料进一步扩大iPhone非主摄镜头份额

阿斯达克财经
11 Dec 2024

富瑞发表报告,预计高伟电子(01415.HK) 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。

富瑞指,高伟电子现价相当于明年预测市盈率17倍,市盈增长比率仅为0.5倍,而同业平均市盈率为 21倍,市盈增长比率为0.8倍。重申对该股“买入”评级,目标价由31元升至35元。(ha/u)(港股报价延迟最少十五分钟。沽空资料截至 2024-12-11 12:25。)

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