金吾财讯 | 高盛发表研报指，受惠于iPhone潜在的外型变化，例如推出更纤薄尺寸或可折叠型号等，带动消费者需求，目前对苹果供应链持正面看法，认为瑞声科技(02018)是苹果供应链中的重要买入切点，憧憬该公司产能利用率提升和产品组合升级，手机镜头业务可改善，同时正拓展的汽车业务预期可提供更高的毛利率。该行认为瑞声手机镜头业务规模和盈利能力正在改善，亦正发展涵盖镜头、扬声器和声音收集的一站式智能眼镜解决方案，对该公司新产品及进军新市场看法正面，看好其在苹果供应链中的潜力，并认为不断增长的产品种类和市场扩张有助进一步巩固行业地位，将目标价升至54港元，2025至2027年盈利预测上调0.7%、0.6%及0.6%，以反映收入预期较高，评级“买入”。
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