《大行》大华继显:手机供应链分化 看好“果链股”及AI硬件商 维持行业“增持”评级

阿斯达克财经
Sep 14

大华继显发表报告,指本业绩期以苹果(AAPL.US)  及高端敞口的供应商相对更具韧性,低端及中端安卓手机则受元件涨价严重冲击,该行预期压力将持续至2027年,并偏好“果链股”多于安卓供应链,因其出货、利润率及平均售价更具韧性;同时看好业务已切实多元化至AI设备及AI服务器的厂商,认为可提供有意义缓冲。该行维持行业“增持”评级,并看好AI硬件多于手机供应链。该行提到,舜宇(02382.HK) 、丘...

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