小摩：看好瑞声科技(02018)新AI项目成未来催化剂维持“增持”评级

智通财经03-20

智通财经APP获悉，摩根大通发布研报称，瑞声科技(02018)管理层对2026年前景持正面看法，受惠于散热及汽车业务稳固增长。该行继续看好公司，因其业务多元化，不仅拓展至散热市场，更获得一家主要美国云端服务供应商(CSP)的先进AI硬件项目，若2027年需求提升，相信有望成为下一个催化剂。考虑到CSP项目的新贡献，轻微调升2027年收入预测。给予目标价65港元，维持“增持”评级。

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小摩：看好瑞声科技(02018)新AI项目成未来催化剂 维持“增持”评级

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小摩：看好瑞声科技(02018)新AI项目成未来催化剂维持“增持”评级