异动解读 | 苹果备货上调、液冷CDU量产交付及机构增持,瑞声科技盘中大涨5%

异动解读
May 14

瑞声科技(02018)今日盘中大涨5.00%,引起了市场的广泛关注。

消息面上,多重利好因素共同推动股价走强。花旗最新研报指出,受益于苹果iPhone备货计划上调及中国市场需求改善,核心硬件供应链将迎来补库存与估值修复的双重驱动,瑞声科技作为苹果核心供应链标的配置价值凸显。

同时,公司旗下远地科技的集中式液冷CDU产品实现规模化量产并开启全球批量交付,月交付产能达400台,稳居行业第一梯队,展现了公司在新技术领域的竞争力。此外,联交所权益披露显示,贝莱德近期增持了瑞声科技股份,持股比例上升至5.10%,机构资金的加仓进一步强化了市场信心。

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