$瑞声科技(0201_老虎社区_美港股上老虎 - 老虎社区

投行小師弟

$瑞声科技(02018)$晨星 7 月 27 日研报维持瑞声科技 (02018.HK) 55 港元公允价值。报告认为市场低估其多元业务潜力，当前股价具备配置价值。并提及预计 2027 年公司数据中心业务放量，苹果智能眼镜亦有望带来增量。算力端液冷散热已批量交付；终端散热、声学、XR 等产品切入多家海外头部客户，散热业务预期高增，高端终端提价也利好瑞声零部件业务。

免责声明：上述内容仅代表发帖人个人观点，不构成本平台的任何投资建议。

精彩评论

王五仕
08-19 10:42
王五仕
稳住，可以拿到明年
- 蕊哥笔记:
  先看看业绩和苹果9月份新品出来再说了[得意]
研财投资圈
08-19 10:29
研财投资圈
哪个大佬指导一下现在能入不[疑问]
风雪财评
08-19 10:19
风雪财评
55港元，是不是低估了

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