里昂:上调瑞声科技目标价至54.6港元 华为采用WLG混合镜头为里程碑

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Feb 05, 2025
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  里昂发布研究报告称,将瑞声科技(02018)评级由“跑赢大市”上调至“高确信跑赢大市”,目标价由47.7港元升至54.6港元,并对其2025及2026财年盈利预测上调4%与6%,看好公司增长前景。

  行业调研显示,华为可能会在即将推出的高端手机Pura

  80主摄镜头中,采用瑞声的WLG的混合镜头,是对瑞声的玻璃镜头业务的重大突破,且预期可促使投资者重新评估瑞声的光学业务的增长前景和行业定位。

  此外,该行认为瑞声是苹果(AAPL.US)供应链中的重要供应商,提供新人工智能(AI)专用零件。至于瑞声亦透露正探索新业务如机械人驱动器和增强现实(AR)眼镜领域。

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