智通财经APP获悉，星展发布报告称，维持瑞声科技(02018)“买入”评级，目标价由43港元升至56港元，上调集团2025/2026年盈测6.3%及6.9%。该行称在手机声学规格升级趋势下，毛利提升将推动其价值重评。
瑞声科技是苹果以及其他主要安卓品牌的重要声学组件供应商，报告指出，在苹果iPhone和其他安卓旗舰机可能增强人工智能功能之后，其声学方面的规格升级步伐将会加快。此次升级专注于改善人工智能语音助手的使用体验，需要有信噪比(signal-to-noiseratio)更高的优质麦克风。
星展表示，此次升级转变将使该公司的声学业务毛利率从2023财年的28%提高至2026财年预测的33%，预计光学和声学产品的规格升级以及平均售价的上调将成为催化其价值提升的催化因素。
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