异动解读 | 液冷CDU量产及花旗上调盈利预测,瑞声科技盘中大涨5.09%

异动解读
May 22

瑞声科技今日盘中大涨5.09%,引起了市场的广泛关注。

消息面上,瑞声科技旗下远地科技ATAHORAN系列2.2MW/2.6MW液冷CDU已实现规模化量产,月产能达400台,产能跻身全球前三,这标志着公司在先进散热技术领域取得重要进展。

此外,花旗近期将公司2026-2028年每股收益预测分别上调了4%、3%和2%,主要看好其iPhone VC散热模组单价提升以及数据中心新业务带来的增量。市场预期公司将于下半年进入iPhone 18系列补货周期,备货量高达8400万台。多重利好因素叠加,共同推动了公司股价的强势表现。

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