舜宇光学：盈利预测上调，目标价 77 港元

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【12 月 19 日，中银国际发布报告】中银国际指出，舜宇光学有望从国内 OEM 主导的智能手机相机升级周期复苏、美国客户份额增加以及国内 NOA 竞争加剧中获益。该行上调舜宇光学 2024 年至 2026 年每股盈利预测 4%至 6%，目标价由 69 港元提至 77 港元，维持“买入”评级。从近期路演看，投资者普遍关注消费电子领域的国内财政刺激、摄影机升级、美国客户份额增长等，特别是 XR。...

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