招银国际指，鸿腾六零八八(06088.HK) 首季收入按年升14%，净利润按年跌38%，两者均逊预期，主要受毛利率下降及汇率逆风影响。基于美国关税影响及宏观不确定性，管理层下调对智能手机及系统产品收入指引至分别按年跌15%及按年上升或下跌5%，并指引更高经营开支以重整全球供应链。该行因而下调对公司今明两年每股盈利预测10%至18%，以反映首季业绩及指引下调。
该行预期关税及宏观的短期逆风及服务器升级放缓，但对今年人工智能服务器产品需求、印度AirPods产能提升及汽车业并购过程保持正面观点，认为该股股价处2025年预测市盈率8.3倍属吸引，维持对该股“买入”评级，目标价则由3.86元降至3.48元，目槱2025年预测市盈率14.1倍。(fc/a)(港股报价延迟最少十五分钟。沽空资料截至 2025-05-12 16:25。)
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