星展发表报告指，DeepSeek提高AI智能电话采用，予舜宇(02382.HK) “买入”评级，目标价由80元升至106元，资金流入人工智能价值链带动重新评级。
报告指，受惠于产业上行周期，将舜宇2025和2026财年盈利预测分别上调5.2%和8.6%。受惠于智能手机行业销售加速增长，分别上调2025和2026财年营收预测5.1%和7.6%。由于优质手机对产业的贡献增加，将舜宇在2025和2026财年毛利率预测分别提高3.5和3.3个百分点，令2025和2026财年盈利增长分别为8.8%和15.6%。(ha/a)(港股报价延迟最少十五分钟。沽空资料截至 2025-02-18 12:25。)
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