港股異動丨瑞聲科技大升超10% 股價刷新階段新高 高盛指其為物理AI潛力股
瑞聲科技(2018.HK)大幅拉昇升超10%,4日連升超16%,高見52.3港元創2021年8月以來新高,總市值620億港元。高盛日前報吿中指出,物理AI(Physical AI)被認為是當前最重要的技術趨勢之一,應用最重要的領域包括自動駕駛、AI裝備、以及機器人自動化等。高盛認為,瑞聲科技作為相機傳感器製造商,正積極拓展其高利潤的汽車業務。該行進一步指出,包括瑞聲科技在內的大中華區攝像頭和鏡頭供應鏈有望搭上人形機器人發展的潮流,獲取新的增長來源。因為人形機器人的視覺感知需要諸如立體攝像頭、飛行時間(ToF)攝像頭和激光雷達等3D深度技術。瑞聲科技光學業務近年發展勢頭十分強勁,成為推動集團業績增長的主要原因之一。根據官方公吿,瑞聲科技2024年淨利預計增加130%至145%。資料顯示,在車載鏡頭方面,瑞聲科技具有車載鏡頭全棧式自研自制能力,已將光學產品及解決方案應用於智能汽車領域。(格隆匯)

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