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大行评级|里昂:据报OpenAI与蓝思科技及瑞声接洽开发设备 或为果链带来新增长动力
Ge Long Hui·2025-09-22 06:16

Group 1 - OpenAI is reportedly developing its own AI device in collaboration with a major iPhone assembler in mainland China, and is in talks with GoerTek for component supply [1] - The device is likely to be named AI Pin, designed as a wearable badge with capabilities for sound, text, photos, and videos, along with AI processing power [1] - OpenAI's device team consists of core members from Apple, making collaboration with Apple’s supply chain companies a logical choice [1] Group 2 - The initiative is expected to provide new growth momentum for existing Apple supply chain companies in mainland China [1] - The target price for AAC Technologies is set at HKD 60.5 with a "highly confident outperform" rating, while Lens Technology has a target price of HKD 33.7 with an "outperform" rating [1]