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散人逍遥游

等着看下半年业绩了[正经]

@旋风观股：$瑞声科技(02018)$花旗发布研报，认定瑞声科技 (02018.HK) 是 iPhone18 VC 均热板升级核心受益企业。苹果 2Q26 营收、净利大幅增长，三季度 iPhone 产能同比增 22%，下半年 iPhone18 全系备货 8100 万台，含 750 万台折叠款。新机散热全面升级，瑞声散热业务今年有望翻倍，折叠机还同步供应声学、马达，业绩催化充足。

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