里昂发表研究报告指，虽然上半年中国智能手机市场表现逊预期，但仍相信中国科技企业中期业绩将表现稳健，iPhone在中国市场通过降价显著刺激销售，安卓产品持续升级光学配置，均推动需求增长。
该行指，市场对中美关税政策的担忧，加快PC提前交付，联想集团(00992.HK) 在美国市场提价后需求仍然稳定，相信有助缓解投资者对iPhone可能涨价的忧虑，将联想截至6月底止首财季纯利预测从3.01亿美元上调3.21亿美元，维持“跑赢大市”评级及目标价11元不变。
里昂目前列瑞声科技(02018.HK) 、小米(01810.HK) 及中芯(00981.HK) 为首选股，指出瑞声上半年增长正步入正克，预测中期盈利可按年增长49%至8亿元人民币，维持“高度确信跑赢大市”评级，目标价66.1元不变。该行又预测中芯次季收入将按季增长1%，将目标价微升至59.2元，评级同为“跑赢大市”。至于高伟电子(01415.HK) ，由于近期股价涨幅较大，里昂不再列其为首选。(gc/w)(港股报价延迟最少十五分钟。沽空资料截至 2025-07-07 12:25。)
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