摩根大通发表研究报告指,瑞声科技(02018.HK) 管理层对2026年前景持正面看法,受惠于散热及汽车业务稳固增长,可抵消智能手机市场的疲弱。该行继续看好公司,因其业务多元化,不仅拓展至散热市场,更获得一家主要美国云端服务供应商(CSP)的先进AI硬件项目,若2027年需求提升,相信有望成为下一个催化剂。为反映智能手机市场潜在疲弱,该行分别下调2026年收入及每股盈利预测4%及13%,但计及...
Source Link摩根大通发表研究报告指,瑞声科技(02018.HK) 管理层对2026年前景持正面看法,受惠于散热及汽车业务稳固增长,可抵消智能手机市场的疲弱。该行继续看好公司,因其业务多元化,不仅拓展至散热市场,更获得一家主要美国云端服务供应商(CSP)的先进AI硬件项目,若2027年需求提升,相信有望成为下一个催化剂。为反映智能手机市场潜在疲弱,该行分别下调2026年收入及每股盈利预测4%及13%,但计及...
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