汇丰研究的报告，料瑞声科技(02018.HK) 的光学镜头和模组产品的盈利能力改善将延续至今明两年，主要受到竞争环境缓和、产品组合改善、新设计获胜案例中规格和价格的上升趋势。从而，上调其对公司2024年至26年光学业务毛利的预测分别2个、4.5个及5.6个百分点，至9%、14%及15%；上调净利润预测13%至17%，到17.5亿元人民币至28.71亿元人民币。
该行指，瑞声科技是苹果(AAPL.US) 及内地Android品牌增长故事的主要受惠者，将目标价由41.7元升至55.1元，维持“买入”评级。(vc/u)
(港股报价延迟最少十五分钟。沽空资料截至 2025-02-28 16:25。) (美股为即时串流报价； OTC市场股票除外，资料延迟最少15分钟。)
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.