风雪财评
08-19 10:19
55港元,是不是低估了
@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。
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财小灶
08-19 10:50
财小灶
主要他家不止散热哦,其他业务也可以的[强]
什么也没有了~
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