美银：首予蓝思科技“买入”评级 H股目标价26港元

Core Viewpoint - Bank of America Securities initiates a "Buy" rating for Lens Technology, setting a target price of HKD 26 for H-shares and CNY 29 for A-shares, citing the company's advantages in emerging fields such as foldable iPhones, automotive, smart glasses, and robotics [1] Group 1 - The company is expected to benefit from the upgrade of iPhone specifications, which will enhance its market position [1] - The application of anti-reflective coatings, 3D glass, and ultra-thin flexible glass (UTG) is anticipated to increase the average selling price [1] - The company's expertise in structural components allows for deeper involvement in clients' new product introduction (NPI) processes, enabling access to assembly projects beyond smartphones [1]