木南言财
09-04
这样看基本面还可以嘛
@木南言财:
$瑞声科技(02018)$8 月 26 日国盛证券发布瑞声科技 (02018.HK) 半年报点评研报。公司 2026 上半年营收 145.1 亿元,扣非净利润约 8.5 亿元同比增加 37.4%。报告看好公司端侧硬件拓展,算力侧布局液冷与 WLG 光通信技术,散热板块增长势头强劲。机构重申 “买入” 评级,给予 56 港元目标价,并预测 2026‑2028 年营收分别为 350、400、445 亿元,同时提示场景拓展进展不及预期等相关风险
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