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大行評級|招銀國際:上調瑞聲科技目標價至58.78港元 重申“買入”評級
格隆匯 03-24 09:55

招銀國際發表研究報吿指,看好瑞聲科技作為AI智能手機及AI眼鏡規格升級,以及車載聲學全球市佔率增長的主要受益者。總體而言,該行將瑞聲今明兩年每股收益預測上調10%及7%,考慮到2024年業績、更優的毛利率前景和今明兩年多個邊緣AI設備規格升級的機會。

該行將公司目標價由53.48港元上調至58.78港元,重申“買入”評級。該行指出,近期股價催化劑包括AI眼鏡及手機升級、車載客户獲取和毛利率提升。

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