富瑞：升舜宇光学科技(02382)评级至“买入” 目标价下调至80港元

智通财经网2025-04-14

智通财经APP获悉，富瑞发布研报称，估计特朗普的对等关税对舜宇光学科技(02382)的业务影响有限，因其对美国市场的敞口较低。尽管如此，受整体市场看淡情绪影响，舜宇股价自关税宣布以来显著下跌。因此，4月11日对消费电子产品对等关税的放宽可能带来喘息机会。该行指出，舜宇目前以2025及2026预测市盈率19倍和16倍交投，较其长期1年期远期市盈率低超过1个标准差，风险回报变得更具吸引力。因此，将评级...

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