异动解读|瑞声科技盘中上涨5.04%,苹果折叠屏发布在即叠加投行看好AI业务前景

行情直击
Sep 09

9月9日,瑞声科技盘中上涨5.04%,报42.96港元,成交额8466.91万港元。

消息面上,苹果将于北京时间9月10日凌晨举行秋季发布会,市场预期将首次发布折叠屏iPhone,瑞声科技被美银列为声学及散热领域核心受益供应商。此外,高盛此前看好公司在生成式AI领域业务占比持续提升,预计依托季节性回暖及AI数据中心散热等新产品起量,下半年营收环比有望实现53%正增长。公司CFO此前亦透露,预计全年营收实现双位数增长,AI新业务整体规模有望成为集团核心增长引擎。苹果产品升级周期与AI新业务双轮驱动,构成短期催化。

(以上内容均基于市场公开消息,由程序或算法智能生成,仅作为股价异动提醒,不作为投资建议或交易依据。)

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