【大华继显升瑞声科技目标价48港元 去年盈利胜预期】金十数据2月14日讯，瑞声科技(02018.HK)刚发盈喜，预计2024年度净利介乎17亿元至18.15亿元人民币，按年增加130%至145%。大华继显发表研报指，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，由于产品组合显著改善，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%。大华将瑞声科技H股目标价由38.1港元上调至48港元，维持持有评级。
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