热点栏目 自选股 数据中心 行情中心 资金流向 模拟交易

客户端

　　大华继显发布研究报告称，维持瑞声科技（02018）“持有”评级，目标价由38.1港元上调至48港元。该行将瑞声科技2024至2026财年各年盈利预测分别上调11.3%、26.7%及27.8%。

　　瑞声科技发盈喜，预计2024年度净利17亿元至18.15亿元人民币，同比增加130%至145%。研报指，瑞声科技盈喜的中间点较该行及市场预期，分别高出12%及5.2%。另外，由于产品组合显着改善，其光学业务很可能实现超出预期的业绩。

　　大华继显表示，上调对瑞声科技手机业务的收入预期，主要基于预计随人工智能智能手机普及率加速，规格升级趋势将更加良好，因此将2025至2026财年收入预测，分别上调1.2%及1.8%。并将2024至2026财年毛利率预测分别上调0.8、1.2及1.4个百分点，至分别23.1%、23.7%及24.5%。

海量资讯、精准解读，尽在新浪财经APP

责任编辑：史丽君

Disclaimer: Investing carries risk. This is not financial advice. The above content should not be regarded as an offer, recommendation, or solicitation on acquiring or disposing of any financial products, any associated discussions, comments, or posts by author or other users should not be considered as such either. It is solely for general information purpose only, which does not consider your own investment objectives, financial situations or needs. TTM assumes no responsibility or warranty for the accuracy and completeness of the information, investors should do their own research and may seek professional advice before investing.