《大行》里昂升瑞声(02018.HK)目标价至54.6元 华为采用WLG混合镜头为里程碑

阿斯达克财经
Feb 05, 2025

里昂发表报告指出,行业调研显示,华为可能会在即将推出的高端手机Pura 80主摄镜头中,采用瑞声(02018.HK) 的WLG的混合镜头,是对瑞声的玻璃镜头业务的重大突破,且预期可促使投资者重新评估瑞声的光学业务的增长前景和行业定位。此外,该行认为瑞声是苹果(AAPL.US)  供应链中的重要供应商,提供新人工智能(AI)专用零件。至于瑞声亦透露正探索新业务如机器人驱动器和增强现实(AR)眼镜领域...

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