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研報掘金丨西部證券:首予傳音控股“買入”評級,有望持續受益AI手機浪潮
西部證券研報指出,傳音控股(688036.SH)聚焦新興市場,以非洲為基點多元化佈局全球市場。認為公司一方面通過發力高端產品線持續優化產品結構,實現縱向延伸;另一方面通過拓品類和佈局移動互聯網業務實現多元擴張。未來隨着AI手機浪潮來臨,公司有望持續受益其中。首次覆蓋,給予“買入”評級。
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