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。因此，该行将瑞声的评级由“跑赢大市”上调至“高确信跑赢大市”，目标价由47.7元升至54.6元，并对其2025及2026财年盈利预测上调4%与6%，看好公司增长前景。(jl/k)(港股报价延迟最少十五分钟。沽空资料截至 2025-02-04 16:25。) (美股为即时串流报价； OTC市场股票除外，资料延迟最少15分钟。)
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