《大行》麦格理:今年新兴市场续引领智能手机增长 看好瑞声(02018.HK)比亚迪电子(00285.HK)舜宇(02382.HK)小米(01810.HK)等

阿斯达克财经
Feb 24, 2025

麦格理发表研究报告指,继去年6.1%增长,预料今年全球智能手机维持上升势头,其中今年、明年及2027年分别上升6.4%至13.1亿部、4.7%至13.7亿部及0.6%至13.8亿部。该行料,新兴市场销量将会按年升6%至7%,受惠智能手机渗透力增加及低价智能手机市场的扩张。该行预料,自2022年至2024年期间产量下降,成熟市场需求将有所改善。该行指,瑞声(02018.HK) 拥有较强的镜头定价策略...

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