【杰富瑞：上调高伟电子目标价至35港元 预计将扩大在iPhone非主摄镜头的份额】金十数据12月11日讯，杰富瑞发表报告，预计高伟电子(01415.HK)将进一步扩大其在iPhone非主摄镜头的份额，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。杰富瑞指，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。该行重申对该股“买入”评级，目标价由31港元升至35港元。
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