晨星：蓝思科技的增长或因潜在可折叠iPhone而获得提振_老虎社区_美港股上老虎

晨星：蓝思科技的增长或因潜在可折叠iPhone而获得提振

金融界2025-12-15

12月15日，星展集团研究部的Jim Au在一份报告中称，潜在的可折叠iPhone可能会增强蓝思科技的增长。他指出，这家中国玻璃制造商提供了70%-80%的iPhone玻璃供应。该分析师称，可折叠智能手机可能会使每部手机的物料清单成本增加70-90美元。他补充说，这与智能电动汽车驾驶舱玻璃和扩展现实眼镜一道，可能会在2025-2027年期间推动蓝思科技的收入实现16%的复合年增长率。Au预计，鉴于...

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