海通国际最新研报看好_老虎社区_美港股上老虎 - 老虎社区

海通国际最新研报看好瑞声科技 (02018.HK)。当下高端手机份额持续走高，苹果 iPhone18、折叠 Ultra 即将发布，瑞声作为果链龙头，受益苹果单机配件价值、供货份额同步提升，多家机构看好其 VC 散热业务放量。公司同步布局 AI 液冷、XR、机器人赛道，短期苹果新机带来业绩催化，长期 AI 新业务打开成长空间，行业穿越周期优势显著。 $瑞声科技(02018)$

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王五仕
08-14
王五仕
短期食果链红利，长期靠液冷、XR ，瑞声业绩有看点
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