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瑞聲(02018.HK)一度升近5% 獲郭明錤評為AI iPhone領先受益者
天風國際分析師郭明錤表示,生成式AI(AIGC)今年爆紅,因此不難預測蘋果(AAPL.US)iPhone 16將會推出相關創新功能。早前蘋果改組Siri團隊,目標在於整合AIGC功能及大型語言模型(LLM)。強化Siri軟硬體功能與規格,是推廣AIGC關鍵。 郭明錤的最新調查顯示,所有iPhone 16機型將顯著升級麥克風規格。除了更好的防水規格外,更好的訊噪比 (Signal-to-noise ratio;SNR)為關鍵規格升級,藉此強化Siri的使用體驗。而瑞聲科技(02018.HK)與歌爾股份(002241.SZ)為iPhone 16的麥克風供應商。受惠於規格升級,每隻iPhone 16的麥克風單價將較iPhone 15至少高約100至150%,預期瑞聲科技與歌爾股份的營收與利潤,將顯著受益於麥克風升級,而瑞聲科技的營收規模較小,故相對更加受益。 他表示,AI裝置為明年消費電子關鍵趨勢,預期未來蘋果其他產品與高階Android手機,也有可能升級麥克風,是瑞聲科技與歌爾股份的潛在成長動能來源。 瑞聲科技午後股價回升,最高見21.55元,升4.9%,現報21.45元,升0.9元或4.4%,成交952萬股,成交金額1.97億元。 深交所上市的歌爾股份收報17.44元人民幣,升0.03元人民幣或0.17%。(cy/u) ~
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