《大行報告》花旗下調瑞聲(02018.HK)目標價至20元 評級「買入」
花旗發表研究報告指,據報iPhone 15 Pro系列由於生產問題取消了虛擬側鍵設計,該設計預計可為瑞聲(02018.HK)貢獻高單位數的收入增長。該行預期,這會對集團2023及24財年的淨收入影響約為10%。
該行提到,昨日集團的股價急調約15%,認為市場屬反應過度,因為即使沒有新的設計貢獻,集團亦已進入新週期,料之後股價將會重估,維持集團「買入」評級,目標價由22元下調至20元。
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