1.0Fortune Insighthttps://prime.fortuneinsight.com/web財子Ohttps://prime.fortuneinsight.com/web/posts/author/ooooodj123rich600338<blockquote class="wp-embedded-content"><a href="https://prime.fortuneinsight.com/web/posts/689335">手機設備股邊隻低水?</a></blockquote> <script type='text/javascript'> <!--//--><![CDATA[//><!-- !function(c,d){"use strict";var e=!1,n=!1;if(d.querySelector)if(c.addEventListener)e=!0;if(c.wp=c.wp||{},!c.wp.receiveEmbedMessage)if(c.wp.receiveEmbedMessage=function(e){var t=e.data;if(t)if(t.secret||t.message||t.value)if(!/[^a-zA-Z0-9]/.test(t.secret)){for(var r,a,i,s=d.querySelectorAll('iframe[data-secret="'+t.secret+'"]'),n=d.querySelectorAll('blockquote[data-secret="'+t.secret+'"]'),o=0;o<n.length;o++)n[o].style.display="none";for(o=0;o<s.length;o++)if(r=s[o],e.source===r.contentWindow){if(r.removeAttribute("style"),"height"===t.message){if(1e3<(i=parseInt(t.value,10)))i=1e3;else if(~~i<200)i=200;r.height=i}if("link"===t.message)if(a=d.createElement("a"),i=d.createElement("a"),a.href=r.getAttribute("src"),i.href=t.value,i.host===a.host)if(d.activeElement===r)c.top.location.href=t.value}}},e)c.addEventListener("message",c.wp.receiveEmbedMessage,!1),d.addEventListener("DOMContentLoaded",t,!1),c.addEventListener("load",t,!1);function t(){if(!n){n=!0;for(var e,t,r=-1!==navigator.appVersion.indexOf("MSIE 10"),a=!!navigator.userAgent.match(/Trident.*rv:11\./),i=d.querySelectorAll("iframe.wp-embedded-content"),s=0;s<i.length;s++){if(!(e=i[s]).getAttribute("data-secret"))t=Math.random().toString(36).substr(2,10),e.src+="#?secret="+t,e.setAttribute("data-secret",t);if(r||a)(t=e.cloneNode(!0)).removeAttribute("security"),e.parentNode.replaceChild(t,e)}}}}(window,document); //--><!]]> </script><iframe sandbox="allow-scripts" security="restricted" src="https://prime.fortuneinsight.com/web/posts/689335/embed" width="600" height="338" title="“手機設備股邊隻低水?” — Fortune Insight" frameborder="0" marginwidth="0" marginheight="0" scrolling="no" class="wp-embedded-content"></iframe>https://prime-fortuneinsight-cloud.s3.ap-southeast-1.amazonaws.com/web/wp-content/uploads/2022/08/16160301/%E5%91%A8%E6%9D%B0%E5%80%AB%E9%83%BD%E6%B7%AA%E7%82%BA%E9%A7%AD%E5%AE%A2%E5%8F%97%E5%AE%B3%E8%80%85%EF%BC%9F%EF%BC%81-%E5%B9%A3%E5%9C%88%E7%B6%B2%E7%B5%A1%E6%94%BB%E6%93%8A%E8%88%87%E5%AE%89%E5%85%A8%E7%9F%A5%E5%A4%9A%E5%B0%91-3-1.png1200628早前有分析指iPhone14系列平均漲價15%，帶動手機設備股見彈升；舜宇光學科技(2382)獲中金唱好，另亦有大行指iPhone於6月在中國付運按年大升逾2.2倍。如舜宇光學科技股價自上周五更是上漲1.4%至123.2元，股價見1月高。 舜宇近日公布的7月出貨量數據顯示，公司手機鏡頭產品出貨8900萬件，按月增23.2%。 中金發表報告指，認為按月的邊際改善主因北美大客戶傳統購貨周期開啟。該行維持對舜宇「跑赢行業」評級及目標價150.8元。 至於，丘鈦科技 (1478)早前公布中期少賺近71%，7月手機攝像頭模組銷量按月增26.3%。大行績後普遍下調丘鈦目標價至介乎3.81元至7元，其中花旗對丘鈦目標價降至7元，兩隻手機設備股，優勝劣敗，高下立見！