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散人逍遥游

Replying to @投行小师弟:VC 散热、摄像头都有升级预期，最终要看实际出货情况吧[思考]
//@投行小师弟:2027 苹果20周年机型大升级，能吃到不少订单吧

@研财投资圈：$瑞声科技(02018)$大华继显发布研报，维持瑞声科技 (02018.HK)“买入” 评级，目标价 47.8 港元，上行空间 13.8%。报告认为下行周期苹果供应链韧性更强，公司将受益 2027 年 iPhone 二十周年机型升级。AIoT 业务预计今年双位数增长，AI 基建零部件下半年逐步放量，有望带来 5‑10 亿元营收；CPO 尚需 2‑3 年大规模落地，XR 短期行业疲软，但可为中长期储备潜力。

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