瑞声科技 (2018 HK; 42.05港元; 目标价: 54.6港元) 混合镜头突破打开新成长曲线根据我们的行业调查,华为很可能为即将推出的高端Pura 80型号的主摄像头采用AAC的基于晶圆级玻璃(WLG)的混合镜头。我们认为,这将是AAC玻璃镜头业务的重大突破,预计这将促使投资者重新评估AAC光学业务的增长前景和行业定位。此外,该公司也是苹果供应链中的重要一环,供应散热模块蒸汽腔和更适配AI...
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