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　　舜宇光学科技（02382）午前上涨4.12%，现报89.65港元，成交额8.79亿港元。

　　星展发布报告称，给予舜宇光学科技（02382）“买入”评级，目标价由80港元升至106港元。星展认为，因DeepSeek提高AI智能手机采用，资金流入人工智能价值链带动对舜宇光学科技重新评级。

　　报告提及，受惠于产业上行周期，星展上调了舜宇光学科技2025和2026财年的盈利预测，分别上调5.2%和8.6%；受惠于智能手机行业销售加速增长，星展分别上调舜宇光学科技2025和2026财年营收预测5.1%和7.6%。并且由于优质手机对产业的贡献增加，将其在2025和2026财年毛利率预测分别提高3.5和3.3个百分点，致使2025和2026财年盈利增长分别为8.8%和15.6%。

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