里昂发表报告指,瑞声科技(02018.HK) 2025年业绩大致符合预期,净利润按年增长40%至25.12亿元人民币,主要由于与PSS相关的公允值收益,高于市场共识。集团预期2026年收入增长将不低于去年水平,且毛利将稳步提升。公司又预计,内存价格上涨的影响有限,并宣布收购液冷公司JYUN5DEI6。鉴于消费电子周期处于低谷,里昂将目标市盈率下调至18倍,并相应将目标价由60.5元降至50.4港元...
Source Link里昂发表报告指,瑞声科技(02018.HK) 2025年业绩大致符合预期,净利润按年增长40%至25.12亿元人民币,主要由于与PSS相关的公允值收益,高于市场共识。集团预期2026年收入增长将不低于去年水平,且毛利将稳步提升。公司又预计,内存价格上涨的影响有限,并宣布收购液冷公司JYUN5DEI6。鉴于消费电子周期处于低谷,里昂将目标市盈率下调至18倍,并相应将目标价由60.5元降至50.4港元...
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