大行评级|摩根大通:上调瑞声科技目标价至65港元 维持“增持”评级

格隆汇
Aug 22, 2025

摩根大通发表研报指,瑞声科技管理层在分析师会议中交出正面的下半年毛利率展望,预计受新高端产品增产及持续改善的光学业务推动。下半年的收入展望亦胜市场预期,受惠新业务显著增长,包括导热及汽车声学,以及现有产品规格升级。该行对公司稳固展望,以及长远在人工智能、机器人与汽车有更多新机遇持正面观点,目标价由60港元上调至65港元,维持“增持”评级。

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