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大行評級|里昂:上調瑞聲科技目標價至54.6港元 華為Pura 80或採用WLG混合鏡頭
格隆匯 02-05 12:46
里昂發表報吿指出,行業調研顯示,華為可能會在即將推出的高端手機Pura 80主攝鏡頭中,採用瑞聲科技的WLG的混合鏡頭,是對瑞聲的玻璃鏡頭業務的重大突破,且預期可促使投資者重新評估瑞聲的光學業務的增長前景和行業定位。此外,該行認為瑞聲是蘋果供應鏈中的重要供應商,提供新人工智能(AI)專用零件。至於瑞聲亦透露正探索新業務如機械人驅動器和增強現實(AR)眼鏡領域。因此,該行將瑞聲的評級由“跑贏大市”上調至“高確信跑贏大市”,目標價由47.7港元上調至54.6港元,並對其2025及2026財年盈利預測上調4%與6%,看好公司增長前景。
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