《大行》里昂:中国科技股中期业绩料稳健 首选瑞声(02018.HK)小米(01810.HK)中芯(00981.HK)

阿斯达克财经
Jul 07, 2025

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...

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