美银证券发布研报称，瑞声科技（02018）上半年经营收入大致符合该行预期。纯利年度同比增长3%至9.01亿元人民币，较该行预期高出7%，主要受惠于较低的税率。管理层预期，2026年全年收入将录得双位数年度同比增长，毛利率稳步改善。美银证券将目标价由49港元上调至52港元，重申“买入”评级。
美银证券相信，瑞声的传统业务稳健，加上AI相关业务贡献增加，是重申“买入”评级的主要理据。该行微调瑞声2026至2027年盈利预测，以反映业绩表现，并引入2028年预测。该行预测2026至2028年每股盈利分别为2.68港元、3.14港元及3.85港元。
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