一茬一茬又一茬
05-31
小仓位跟了一手,亏了就当给苹果交信仰税
@小林说财经:
麦格里:瑞声科技受益于苹果供应链韧性,给予“跑赢大市”评级
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。
分享至
微信
复制链接
精彩评论
我们需要你的真知灼见来填补这片空白
打开APP,发表看法
APP内打开
发表看法
1
{"i18n":{"language":"zh_CN"},"detailType":1,"isChannel":false,"data":{"magic":2,"id":570166282752552,"tweetId":"570166282752552","gmtCreate":1780205044038,"gmtModify":1780209565939,"author":{"id":4238916263955310,"idStr":"4238916263955310","authorId":4238916263955310,"authorIdStr":"4238916263955310","name":"一茬一茬又一茬","avatar":"https://static.tigerbbs.com/default-avatar2.jpg","vip":1,"userType":1,"introduction":"","boolIsFan":false,"boolIsHead":false,"crmLevel":1,"crmLevelSwitch":0,"individualDisplayBadges":[],"wearingBadges":[],"fanSize":0,"starInvestorFlag":false},"themes":[],"images":[],"coverImages":[],"title":"","html":"<html><head></head><body>小仓位跟了一手,亏了就当给苹果交信仰税\n<br></body></html>","htmlText":"<html><head></head><body>小仓位跟了一手,亏了就当给苹果交信仰税\n<br></body></html>","text":"小仓位跟了一手,亏了就当给苹果交信仰税","highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"favoriteSize":0,"link":"https://laohu8.com/post/570166282752552","repostId":566218875741344,"repostType":1,"repost":{"magic":2,"id":566218875741344,"tweetId":"566218875741344","gmtCreate":1779271356960,"gmtModify":1779272355184,"author":{"id":4237955433947750,"idStr":"4237955433947750","authorId":4237955433947750,"authorIdStr":"4237955433947750","name":"小林说财经","avatar":"https://static.tigerbbs.com/1ce216215bbf7e540f3430066666ad1e","vip":1,"userType":1,"introduction":"","boolIsFan":false,"boolIsHead":false,"crmLevel":1,"crmLevelSwitch":0,"individualDisplayBadges":[],"wearingBadges":[],"fanSize":3,"starInvestorFlag":false},"themes":[],"images":[],"coverImages":[],"title":"麦格里:瑞声科技受益于苹果供应链韧性,给予“跑赢大市”评级","html":"<html><head></head><body><p>尽管中国智能手机市场短期需求承压,但瑞声科技(AAC Tech,2018 HK)凭借其在苹果供应链中的核心地位及产品价值提升,展现出显著的结构性韧性,成为下行周期中少数能守住利润率并可能提升份额的供应商。</p>\n<p>国际投行麦格理(Macquarie)在最新发布的亚洲科技策略报告中指出,智能手机供应链仍处于下行周期,且下滑趋势正在加深而非企稳。</p>\n<p>然而,在此背景下,苹果供应链的敞口仍被视作具有结构性韧性。报告分析认为,虽然智能手机单位增长温和,组装量预计仅录得低个位数增长,但供应商持续受益于功能升级以及镜头、散热管理、形态因素变化带来的单机价值含量提升,这将直接利好瑞声科技。</p>\n<p>麦格理强调,这种从\"出货量驱动\" 向 \"内容和产品结构驱动\" 的转变,帮助核心供应商在周期下行期间守住利润率,部分供应商甚至通过市场份额提升实现了增长。该行对瑞声科技给予“跑赢大市”(Outperform)评级,将其列为在中国/香港市场看好的标的之一。 <a href=\"https://laohu8.com/S/02018\">$瑞声科技(02018)$</a></p></body></html>","htmlText":"<html><head></head><body><p>尽管中国智能手机市场短期需求承压,但瑞声科技(AAC Tech,2018 HK)凭借其在苹果供应链中的核心地位及产品价值提升,展现出显著的结构性韧性,成为下行周期中少数能守住利润率并可能提升份额的供应商。</p>\n<p>国际投行麦格理(Macquarie)在最新发布的亚洲科技策略报告中指出,智能手机供应链仍处于下行周期,且下滑趋势正在加深而非企稳。</p>\n<p>然而,在此背景下,苹果供应链的敞口仍被视作具有结构性韧性。报告分析认为,虽然智能手机单位增长温和,组装量预计仅录得低个位数增长,但供应商持续受益于功能升级以及镜头、散热管理、形态因素变化带来的单机价值含量提升,这将直接利好瑞声科技。</p>\n<p>麦格理强调,这种从\"出货量驱动\" 向 \"内容和产品结构驱动\" 的转变,帮助核心供应商在周期下行期间守住利润率,部分供应商甚至通过市场份额提升实现了增长。该行对瑞声科技给予“跑赢大市”(Outperform)评级,将其列为在中国/香港市场看好的标的之一。 <a href=\"https://laohu8.com/S/02018\">$瑞声科技(02018)$</a></p></body></html>","text":"尽管中国智能手机市场短期需求承压,但瑞声科技(AAC Tech,2018 HK)凭借其在苹果供应链中的核心地位及产品价值提升,展现出显著的结构性韧性,成为下行周期中少数能守住利润率并可能提升份额的供应商。 国际投行麦格理(Macquarie)在最新发布的亚洲科技策略报告中指出,智能手机供应链仍处于下行周期,且下滑趋势正在加深而非企稳。 然而,在此背景下,苹果供应链的敞口仍被视作具有结构性韧性。报告分析认为,虽然智能手机单位增长温和,组装量预计仅录得低个位数增长,但供应商持续受益于功能升级以及镜头、散热管理、形态因素变化带来的单机价值含量提升,这将直接利好瑞声科技。 麦格理强调,这种从\"出货量驱动\" 向 \"内容和产品结构驱动\" 的转变,帮助核心供应商在周期下行期间守住利润率,部分供应商甚至通过市场份额提升实现了增长。该行对瑞声科技给予“跑赢大市”(Outperform)评级,将其列为在中国/香港市场看好的标的之一。 $瑞声科技(02018)$","highlighted":1,"essential":1,"paper":2,"link":"https://laohu8.com/post/566218875741344","repostId":0,"isVote":1,"tweetType":1,"commentLimit":10,"symbols":["02018","AACAY"],"verified":2,"subType":0,"readableState":1,"langContent":"CN","currentLanguage":"CN","warmUpFlag":false,"orderFlag":false,"shareable":true,"causeOfNotShareable":"","featuresForAnalytics":[],"commentAndTweetFlag":false,"andRepostAutoSelectedFlag":false,"upFlag":false,"length":756,"optionInvolvedFlag":false,"xxTargetLangEnum":"ZH_CN"},"isVote":1,"tweetType":1,"viewCount":132,"commentLimit":10,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"symbols":[],"verified":2,"subType":0,"readableState":1,"langContent":"CN","currentLanguage":"CN","warmUpFlag":false,"orderFlag":false,"shareable":true,"causeOfNotShareable":"","featuresForAnalytics":[],"commentAndTweetFlag":false,"andRepostAutoSelectedFlag":false,"upFlag":false,"length":37,"optionInvolvedFlag":false,"xxTargetLangEnum":"ZH_CN"},"commentList":[],"isCommentEnd":true,"isTiger":false,"isWeiXinMini":false,"url":"/m/post/570166282752552"}
精彩评论