港股异动 | 瑞声科技(02018)午后涨超4% 公司或显著受益于iPhone 16麦克风升级

智通财经2023-12-07

智通财经APP获悉，瑞声科技(02018)午后涨超4%，截至发稿，涨3.89%，报21.35港元，成交额1.8亿港元。消息面上，天风国际分析师郭明𫓹表示，瑞声科技与歌尔股份为iPhone 16的麦克风供应商 (预计供应比重差异不大)。受益于规格升级，每只iPhone 16的麦克风单价将较iPhone 15至少高约100-150%。预期瑞声科技与歌尔股份的营收与利润将显著受益于此麦克风升级。又因...

网页链接

免责声明：本文观点仅代表作者个人观点，不构成本平台的投资建议，本平台不对文章信息准确性、完整性和及时性做出任何保证，亦不对因使用或信赖文章信息引发的任何损失承担责任。

精彩评论

我们需要你的真知灼见来填补这片空白

发表看法

{"i18n":{"language":"zh_CN"},"isChannel":false,"data":{"share":"https://www.laohu8.com/m/news/2389011269?lang=zh_CN&edition=full","thumbnail":"","is_english":false,"pubTime":"2023-12-07 14:46","share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","id":"2389011269","market":"sh","top_or_hot":-1,"title":"港股异动 | 瑞声科技(02018)午后涨超4% 公司或显著受益于iPhone 16麦克风升级","media":"智通财经","content":"<div>\n<p>智通财经APP获悉，瑞声科技(02018)午后涨超4%，截至发稿，涨3.89%，报21.35港元，成交额1.8亿港元。消息面上，天风国际分析师郭明𫓹表示，瑞声科技与歌尔股份为iPhone 16的麦克风供应商 (预计供应比重差异不大)。受益于规格升级，每只iPhone 16的麦克风单价将较iPhone 15至少高约100-150%。预期瑞声科技与歌尔股份的营收与利润将显著受益于此麦克风升级。又因...</p>\n\n<a href=\"http://www.zhitongcaijing.com/content/detail/1034812.html\">网页链接</a>\n\n</div>\n","source":"stock_zhitongcaijing","html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>港股异动 | 瑞声科技(02018)午后涨超4% 公司或显著受益于iPhone 16麦克风升级</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n港股异动 | 瑞声科技(02018)午后涨超4% 公司或显著受益于iPhone 16麦克风升级\n</h2>\n\n<h4 class=\"meta\">\n\n\n2023-12-07 14:46 北京时间&nbsp;&nbsp;&nbsp;<a href=http://www.zhitongcaijing.com/content/detail/1034812.html><strong>智通财经</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>智通财经APP获悉，瑞声科技(02018)午后涨超4%，截至发稿，涨3.89%，报21.35港元，成交额1.8亿港元。消息面上，天风国际分析师郭明𫓹表示，瑞声科技与歌尔股份为iPhone 16的麦克风供应商 (预计供应比重差异不大)。受益于规格升级，每只iPhone 16的麦克风单价将较iPhone 15至少高约100-150%。预期瑞声科技与歌尔股份的营收与利润将显著受益于此麦克风升级。又因...</p>\n\n<a href=\"http://www.zhitongcaijing.com/content/detail/1034812.html\">网页链接</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","isBrief":false,"type":0,"news_type":1,"symbol":"BK1608","symbol_name":"元宇宙概念","start_time":0,"source_url":"http://www.zhitongcaijing.com/content/detail/1034812.html","article_id":"2389011269","we_media_id":null,"thumbnails":[],"rights":null,"url":"https://stock-news.laohu8.com/highlight/detail?id=2389011269","pubTimestamp":1701931610,"columns":[],"sourceInfo":{"source_id":"stock_zhitongcaijing","name":"智通财经网"},"weMediaInfo":null,"summary":"智通财经APP获悉，瑞声科技午后涨超4%，截至发稿，涨3.89%，报21.35港元，成交额1.8亿港元。消息面上，天风国际分析师郭明表示，瑞声科技与歌尔股份为iPhone 16的麦克风供应商 。受益于规格升级，每只iPhone 16的麦克风单价将较iPhone 15至少高约100-150%。预期瑞声科技与歌尔股份的营收与利润将显著受益于此麦克风升级。又因瑞声科技的营收规模较小，故相对更为受益。","collect":0,"end_time":0,"defaultTopTitle":"zhitongcaijing.com","property":[],"viewcount":null,"language":"zh","relate_stocks":{"BK1608":"元宇宙概念","BK4554":"元宇宙及AR概念","LU0198837287.USD":"UBS (LUX) EQUITY SICAV - USA GROWTH \"P\" (USD) ACC","BK4512":"苹果概念","LU0238689110.USD":"贝莱德环球动力股票基金","LU0444971666.USD":"天利全球科技基金","LU0289961442.SGD":"SUSTAINABLE GLOBAL THEMATIC PORTFOLIO \"AX\" (SGD) ACC","BK4553":"喜马拉雅资本持仓","LU0170899867.USD":"EASTSPRING INVESTMENTS WORLD VALUE EQUITY  \"A\" (USD) ACC","BK4501":"段永平概念","LU0234570918.USD":"高盛全球核心股票组合Acc Close","IE00BJJMRX11.SGD":"Janus Henderson Balanced A Acc SGD","BK1607":"新IT概念","BK4571":"数字音乐概念","LU0072462426.USD":"贝莱德全球配置 A2","02018":"瑞声科技","BK4585":"ETF&股票定投概念","LU0149725797.USD":"汇丰美国股市经济规模基金","BK4534":"瑞士信贷持仓","BK4576":"AR","LU0011850046.USD":"贝莱德全球长线股票 A2 USD","BK4533":"AQR资本管理(全球第二大对冲基金)","IE00BJJMRY28.SGD":"Janus Henderson Balanced A Inc SGD","IE00BJTD4N35.SGD":"Neuberger Berman US Long Short Equity A1  Acc SGD-H","LU0256863811.USD":"ALLIANZ US EQUITY \"A\" INC","LU0056508442.USD":"贝莱德世界科技基金A2","LU0097036916.USD":"贝莱德美国增长A2 USD","BK4575":"芯片概念","BK4566":"资本集团","LU0466842654.USD":"HSBC ISLAMIC GLOBAL EQUITY INDEX \"A\" (USD) ACC","LU0289739343.SGD":"SUSTAINABLE GLOBAL THEMATIC PORTFOLIO \"A\" (SGD) ACC","SG9999006597.SGD":"United China-India Dynamic Growth SGD","IE00B775SV38.USD":"NEUBERGER BERMAN US MULTICAP OPPORTUNITIES \"A\" (USD) ACC","BK1167":"电子制造服务","BK4515":"5G概念","IE00BSNM7G36.USD":"NEUBERGER BERMAN SYSTEMATIC GLOBAL SUSTAINABLE VALUE \"A\" (USD) ACC","BK4559":"巴菲特持仓","LU0320765059.SGD":"FTIF - Franklin US Opportunities A Acc SGD","LU0109392836.USD":"富兰克林科技股A","AAPL":"苹果","BK4579":"人工智能","LU0456855351.SGD":"JPMorgan Funds - Global Equity A (acc) SGD","BK1504":"苹果概念","BK4550":"红杉资本持仓","IE0004445015.USD":"JANUS HENDERSON BALANCED \"A2\" (USD) ACC","IE00BJTD4V19.USD":"NEUBERGER BERMAN US LONG SHORT EQUITY \"A1\" (USD) ACC","BK4507":"流媒体概念","IE00BKVL7J92.USD":"Legg Mason ClearBridge - US Equity Sustainability Leaders A Acc USD","LU0127658192.USD":"EASTSPRING INVESTMENTS GLOBAL TECHNOLOGY \"A\" (USD) ACC","LU0353189680.USD":"富国美国全盘成长基金Cl A Acc"},"translate_title":"Hong Kong stocks changed. Ruisheng Technology (02018) rose more than 4% in the afternoon. The company may benefit significantly from the iPhone 16 microphone upgrade","themeId":null,"isJumpTheme":false,"ttsUrl":null,"symbols_score_info":{"AAPL":1,"02018":1},"content_text":"智通财经APP获悉，瑞声科技(02018)午后涨超4%，截至发稿，涨3.89%，报21.35港元，成交额1.8亿港元。消息面上，天风国际分析师郭明𫓹表示，瑞声科技与歌尔股份为iPhone 16的麦克风供应商 (预计供应比重差异不大)。受益于规格升级，每只iPhone 16的麦克风单价将较iPhone 15至少高约100-150%。预期瑞声科技与歌尔股份的营收与利润将显著受益于此麦克风升级。又因瑞声科技的营收规模较小，故相对更为受益。高盛近期发表报告指出，维持对瑞声科技建设性看法，主要由于其手机镜头的升级组合支持毛利率复苏，并看好公司未来盈利及现金流强劲。高盛将其目标价由22.7港元上调至25.6港元，维持“买入”评级。","kind":"news","is_publish_news":true,"is_publish_highlight":false,"is_publish_live":false,"is_publish_wemedia":null,"editions":null,"column":"","sentiment":"0","news_tag":"","news_rank":0,"symbols":[],"gpt_button":0,"need_auth":false,"code":"91000000","status":"200"},"commentList":[],"isCommentEnd":true,"newsSizeData":{"likeSize":0,"commentSize":0,"repostSize":0,"favoriteSize":0,"likeStatus":false,"favoriteStatus":false},"APP":{"userAgent":"Mozilla/5.0 AppleWebKit/537.36 (KHTML, like Gecko; compatible; ClaudeBot/1.0; +claudebot@anthropic.com)","isDev":false,"isTTM":false,"tenantId":"TBCN","deviceId":"web-server-community-laohu8-v3","version":"4.36.2","shortVersion":"4.36.2","platform":"web","vendor":"web","appName":"laohu8","isIOS":false,"isAndroid":false,"isTiger":false,"isTHS":false,"isWeiXin":false,"isWeiXinMini":false,"isWeiBo":false,"isQQ":false,"isBaiduSwan":false,"isBaiduBox":false,"isDingTalk":false,"isToutiao":false,"isOnePlus":false,"isHuaWei":false,"isXiaomi":false,"isXiaomiWebView":false,"isOppo":false,"isVivo":false,"isSamsung":false,"isMobile":false},"href":"/m/news/2389011269","isCrawlerRequest":true}