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Sunny Optical Technology (Group) Company Limited 2019-09-06T15:28 財經茄呢啡 蘋果公司將於下星期舉辦公布會，市場憧憬或有新產品上市，手機設備股向好。舜宇光學周四曾升逾４％，再次突破５２周高位，收市升逾２％，短線觀望在１１０元建立支撐的機會。
Sunny Optical Technology (Group) Company Limited 2019-09-06T15:28 財經茄呢啡 手機設備股氣勢如虹，舜宇光學曾升逾半成，創５２周新高；昨天急升一成二的瑞聲，今早再升近８％，見逾一個月高位，最新升６．１％，報４１．５元。
Sunny Optical Technology (Group) Company Limited 2019-09-06T15:28 財經茄呢啡 中美貿易談判定１０月舉行，及蘋果新手型號短期內發布，手機設備股造好，瑞聲科技大升７．０３％，報４１．８５元 ; 舜宇光學揚升５．０３％，報１１９元 ; 高偉電子升４．１７％，報１．２５元 ; 丘鈦科技升５．６９％，報８．１８元 ; 信利國際報１．０６元，升２．９１％。
Sunny Optical Technology (Group) Company Limited 2019-09-06T15:28 財經茄呢啡 大立光因此陸續打入三星中高階手機供給鏈，其中舜宇光學業績在三星份額提高與華為出貨提升下，營收快速竄升。
Sunny Optical Technology (Group) Company Limited 2019-08-30T15:20 財經茄呢啡 中美貿易戰擔憂未除，手機設備股舜宇光學周三窄幅，低位暫守１００元。睇好可留意舜光購２１９８０，行使價１１４．２４元，２０年３月到期。或舜光牛５４１５７，收回價９６．８８元，行使價９２．８８元，２０年２月到期。相反睇跌可留意舜光沽１７３５３，行使價９５．８８元，１９年１０月到期。
Sunny Optical Technology (Group) Company Limited 2019-08-30T15:20 財經茄呢啡 在本月發布業績約１５００只的主板股權中，目標價較兩星期前增長５％或以上的股權最新有２６只 ，大股包括：海底撈、華潤啤酒、舜宇光學、新奧能源、碧桂園服務、李寧、頤海、青啤、奧園、康哲、寶龍地產、中海油田服務、中駿、藥明康德等。當中勢頭較好兼仍有上揚水位的可以留意舜宇、寶龍、中海油服及藥明康德。
Sunny Optical Technology (Group) Company Limited 2019-08-30T15:20 財經茄呢啡 智通財經ＡＰＰ獲悉，手機產業鏈集體走強，舜宇光學領漲板塊，截至１０時４７分，舜宇光學漲５．１７％，報價１０９．９港元，盤中高見１１０．７港元，創５２周新高。丘鈦科技漲３．６５％，比亞迪電子漲３．３％，瑞聲科技漲２．８１％。
Sunny Optical Technology (Group) Company Limited 2019-08-30T15:20 財經茄呢啡 中美貿易戰氣氛緩和，手機設備股造好，舜宇光學升６．２２％，報１１１元，升幅居成份股第二位 ; 瑞聲科技升１．９３％，報３４．４元 ; 高偉電子升０．８６％，報１．１７元 ; 丘鈦科技升３．６４％，報７．３９元 ; 信利國際盈喜，中午收升３．１３％，報０．９９元。
Sunny Optical Technology (Group) Company Limited 2019-08-23T15:26 財經茄呢啡 舜宇光學現在為止仍專注於中國大陸手機品牌及三星，不急於打入蘋果供給鏈；舜宇光學也計劃增長今年的手機相機模組產能，聚焦更多高階產品，而舜宇光學的手機相機模組采用晶片直接封裝技術，重要鎖定ＡＮＤＲＯＩＤ客戶，與蘋果手機相機模組采用的覆晶技術不同，也意味著舜宇光學近期不太可能打入蘋果供給鏈。
Sunny Optical Technology (Group) Company Limited 2019-08-23T15:26 財經茄呢啡 ＫＡＮＴＡＴＳＵ：舜宇光學進入ＩＰＨＯＮＥ鏡頭供給鏈可能會影響ＫＡＮＴＡＴＳＵ的長期ＩＰＨＯＮＥ高階鏡頭訂單展望。雖我們預測舜宇光學將先出貨進入門坎較低的６Ｐ鏡頭給ＡＰＰＬＥ，但長期而言舜宇光學仍不排除得到ＩＰＨＯＮＥ高階鏡頭訂單。因ＫＡＮＴＡＴＳＵ是既有３個ＩＰＨＯＮＥ鏡頭供貨商中產能最小者，故相信舜宇光學可望通過產能優勢得到的高階鏡頭境單，可能更多會來自於ＫＡＮＴＡＴＳＵ。
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