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研報掘金丨天風證券:維持藍思科技“買入”評級,目標價39元
格隆匯 02-24 15:35
天風證券研報指出,藍思科技(300433.SZ)與AI交互領軍企業杭州靈伴科技(Rokid)達成深度戰略合作,通過整機組裝與全產業鏈整合,為2025年全球AI 眼鏡出貨量爆發式增長提供核心支撐。認為伴隨着23 年公司組裝業務開始成長放量+24 年合作支付寶拓展新零售業務+25 年開年機器人+AI 眼鏡業務捷報頻傳,公司成長邏輯從結構件廠商向電子系統級廠商升級,未來公司將緊抓智能手機、AI PC、新能源、人形機器人、支付終端、智能家電等新機遇,看好公司成長範式轉變打開長期成長空間,增長提速。維持目標價39元/股及“買入”評級。
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