国内消费电子产品在春节假期销售火爆,带动相关产业链公司股价表现强劲。瑞声科技作为苹果和华为等手机厂商的供应链企业,近日大涨5.1%,引起了市场的广泛关注。
数据显示,2024年全球智能手机出货量同比增长2.6%,连续五个季度保持复苏态势,主要受到国家补贴政策以及渠道补货等因素推动。瑞声科技作为消费电子产业链重要一环,在国内外客户需求旺盛的大环境下,有望进一步受益。
业内人士指出,作为苹果供应商,瑞声科技有望分享苹果未来在人工智能、增强现实等领域的科技创新成果。同时公司也在积极探索自主业务,从事机器人驱动器、AR眼镜等新兴行业,将进一步提升业绩弹性。
此外,华为2024年终端业务重回增长快车道,整体营收超预期,产业链相关公司发展前景广阔。综合来看,消费电子行业向好以及瑞声所处优越地位,支撑了公司股价大涨表现。
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