【高盛：上调舜宇光学科技目标价至80.1港元 对产品组合升级持乐观态度】金十数据2月10日讯，高盛发表研报指，对舜宇光学科技(02382.HK)产品组合升级持乐观态度，由于每辆车的相机数量不断增加，以实现高级辅助驾驶系统(ADAS)或自动驾驶(AD)功能，有助推动车载镜头产品组合的升级。随着智能手机的相机规格及外形尺寸变化，20MPx+镜头的贡献也将更高。该行预计，舜宇下半年营收按年增加11%，主要受惠于车载镜头销售增长及手机镜头组合升级。高盛将舜宇2025至2027财年的盈利预测分别上调4%，主要由于智能手机规格升级带动手机镜头业务收入增加。另外，由于业务规模扩大，该行将舜宇2025至2027财年营运开支比率，分别下调0.2、0.3及0.2个百分点。高盛将舜宇H股目标价由70.4港元上调至80.1港元，维持中性评级。
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