智通财经APP获悉，高盛发布研报称，将瑞声科技(02018)H股目标价由54港元上调至59港元，维持“买入”评级。高盛预计其2024财年净利润指引达17亿至18亿元人民币，同比增长130%至145%；中间点净利润为12.2亿元，较该行及市场预期分辨高出14%及7%。
高盛认为，净利润超出预期是由于更好的产品组合推动的毛利率高于预期，以及提高效率导致的营业费用开支改善。该行预计，受内容规模扩张及新业务增量收入推动，瑞声科技2025财年收入将同比增长23%。另外，高盛将瑞声科技2024财年盈利预测上调9%，2025至2027财年盈利预测则各上调3%。
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