如果只从股价表现或历史标签来看,瑞声科技仍然被大多数投资者视为一家偏成熟的消费电子供应链公司,并被认为其核心业务与智能手机周期高度相关。但现在公司真实的业务结构与战略重心,已经与这一标签出现了明显错位。在过去三到五年里,瑞声科技几乎系统性地完成了一轮围绕AI端侧与新一代硬件形态的前瞻布局:从AI手机、AI硬件、AI眼镜,到机器人、端侧散热、高端精密制造。在A股市场,这些方向几乎全部处于高估值或情绪...
Source Link如果只从股价表现或历史标签来看,瑞声科技仍然被大多数投资者视为一家偏成熟的消费电子供应链公司,并被认为其核心业务与智能手机周期高度相关。但现在公司真实的业务结构与战略重心,已经与这一标签出现了明显错位。在过去三到五年里,瑞声科技几乎系统性地完成了一轮围绕AI端侧与新一代硬件形态的前瞻布局:从AI手机、AI硬件、AI眼镜,到机器人、端侧散热、高端精密制造。在A股市场,这些方向几乎全部处于高估值或情绪...
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