《股市简讯》中国声学器件供应商瑞声科技跌6.9%,投行富瑞下调目标价与评级

路透中文
6 hours ago
《股市简讯》中国声学器件供应商<a href="https://laohu8.com/S/02018">瑞声科技</a>跌6.9%,投行富瑞下调目标价与评级

* 为苹果AAPL.O手机供应声学器件的中国瑞声科技2018.HK周五早盘下挫6.9%,报31.94港元。

* 美国投行富瑞在报告中表示,将瑞声科技目标价由51港元下调至37港元,评级下调至“持有”,该公司去年下半年营收同比增15%至185亿元人民币,略低于富瑞与市场的预估,且去年营收同比增16%,低于管理层18-20%的指引。

富瑞并指,管理层对2026年的指引相对积极,但富瑞担忧公司能在多大程度上兑现,因为调研显示,厂商可能尚未完全消化今年剩余时间内内存价格上涨及供应短缺的影响,这可能导致订单进一步削减及供应链竞争加剧。

富瑞称,理解投资者可能看好瑞声科技的一些增长机遇,但由于内存价格飙升,富瑞对消费电子整体持悲观看法,瑞声科技作为典型的智能手机概念股,且深度参与安卓阵营(尤其是中低端市场敞口较大的光学业务),未来可能面临逆风。市场共识可能过于乐观。

* 瑞声科技今年迄今跌16.9%,同期恒生指数.HSI下滑1.1%。

* 恒生科技指数.HSTECH盘中跌1.7%。(完)

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(发稿 徐凯文;审校 吴云凌)

((kaiwen.xu@thomsonreuters.com))

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