【大行评级|招银国际:上调瑞声科技目标价至58.78港元 重申“买入”评级】招银国际发表研究报告指,看好瑞声科技作为AI智能手机及AI眼镜规格升级,以及车载声学全球市占率增长的主要受益者。总体而言,该行将瑞声今明两年每股收益预测上调10%及7%,考虑到2024年业绩、更优的毛利率前景和今明两年多个边缘AI设备规格升级的机会。该行将公司目标价由53.48港元上调至58.78港元,重申“买入”评级。该行指出,近期股价催化剂包括AI眼镜及手机升级、车载客户获取和毛利率提升。

金融界
24 Mar
招银国际发表研究报告指,看好瑞声科技作为AI智能手机及AI眼镜规格升级,以及车载声学全球市占率增长的主要受益者。总体而言,该行将瑞声今明两年每股收益预测上调10%及7%,考虑到2024年业绩、更优的毛利率前景和今明两年多个边缘AI设备规格升级的机会。该行将公司目标价由53.48港元上调至58.78港元,重申“买入”评级。该行指出,近期股价催化剂包括AI眼镜及手机升级、车载客户获取和毛利率提升。

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