【2 月 7 日,高盛发表研报】高盛称,因 iPhone 潜在的外型变化,如推出更纤薄尺寸或可折叠型号等带动消费者需求,现对苹果供应链持正面看法。认为瑞声科技是苹果供应链中的重要买入切点,其产能利用率有望提升,产品组合将升级,手机镜头业务会改善,同时拓展的汽车业务预期可提供更高毛利率。高盛还认为瑞声手机镜头业务规模和盈利能力在改善,正发展涵盖镜头、扬声器和声音收集的一站式智能眼镜解决方案,看好其在...
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