研報掘金丨東北證券:維持瑞芯微“買入”評級,有望持續受益端側AI落地產品持續放量
東北證券研報指出,2025年7月17-18日,瑞芯微第九屆開發者大會在福州舉辦。協處理器RK182X等重磅新品發佈,助力端側AI 大模型重塑萬物。AI趨勢提升終端算力需求, 實現任務越複雜,對廠商綜合能力要求越高。公司以SoC與協處理器並行研發、快速迭代的雙軌制平台為發展路徑,推動端側AI生態持續繁榮。伴隨可實現複雜功能的終端產品不斷湧現,公司有望不斷打開新增長曲線。憑藉8nm通用旗艦芯片RK3588等算力平台,瑞芯微順利突破高算力場景,公司營收和業績均實現快速增長。考慮公司有望持續受益於端側AI落地產品持續放量,維持“買入”評級。
Follow us
Find us on
Facebook,
Twitter ,
Instagram, and
YouTube or frequent updates on all things investing.Have a financial topic you would like to discuss? Head over to the
uSMART Community to share your thoughts and insights about the market! Click the picture below to download and explore uSMART app!

Disclaimers
uSmart Securities Limited (“uSmart”) is based on its internal research and public third party information in preparation of this article. Although uSmart uses its best endeavours to ensure the content of this article is accurate, uSmart does not guarantee the accuracy, timeliness or completeness of the information of this article and is not responsible for any views/opinions/comments in this article. Opinions, forecasts and estimations reflect uSmart’s assessment as of the date of this article and are subject to change. uSmart has no obligation to notify you or anyone of any such changes. You must make independent analysis and judgment on any matters involved in this article. uSmart and any directors, officers, employees or agents of uSmart will not be liable for any loss or damage suffered by any person in reliance on any representation or omission in the content of this article. The content of the article is for reference only and does not constitute any offer, solicitation, recommendation, opinion or guarantee of any securities, virtual assets, financial products or instruments. Regulatory authorities may restrict the trading of virtual asset-related ETFs to only investors who meet specified requirements. Any calculations or images in the article are for illustrative purposes only.
Investment involves risks and the value and income from securities may rise or fall. Past performance is not indicative of future performance. Please carefully consider your personal risk tolerance, and consult independent professional advice if necessary.