花旗发布研报称,领益智造(01688)是领先的高精密功能件及制造平台解决方案供应商,其全面的产品和覆盖全球的ODM服务有助服务广泛的全球领先客户,并受惠于电子设备需求增长,首次覆盖予“买入”评级,目标价8港元。
该行预期公司2025-2028年收入及净利复合年增长率将分别达23%及33%,受惠于iOS产品价值提升、立敏达的贡献、机器人业务扩大,以及边缘AI设备的贡献,未来催化剂则包括iPhone 18 折机推出、Vera Rubin平台认证,以及潜在的机器人订单增加。
花旗发布研报称,领益智造(01688)是领先的高精密功能件及制造平台解决方案供应商,其全面的产品和覆盖全球的ODM服务有助服务广泛的全球领先客户,并受惠于电子设备需求增长,首次覆盖予“买入”评级,目标价8港元。
该行预期公司2025-2028年收入及净利复合年增长率将分别达23%及33%,受惠于iOS产品价值提升、立敏达的贡献、机器人业务扩大,以及边缘AI设备的贡献,未来催化剂则包括iPhone 18 折机推出、Vera Rubin平台认证,以及潜在的机器人订单增加。
Disclaimer: Investing carries risk. This is not financial advice. The above content should not be regarded as an offer, recommendation, or solicitation on acquiring or disposing of any financial products, any associated discussions, comments, or posts by author or other users should not be considered as such either. It is solely for general information purpose only, which does not consider your own investment objectives, financial situations or needs. TTM assumes no responsibility or warranty for the accuracy and completeness of the information, investors should do their own research and may seek professional advice before investing.