摩根士丹利：人工智能眼镜 - 聚焦亚洲供应链
摩根·2025-05-14 05:24
May 8, 2025 09:08 PM GMT Semiconductors AI Glasses – Focusing on the Asia supply chain | What's Changed | | | | --- | --- | --- | | Will Semiconductor Co Ltd Shanghai (603501.SS) | From | To | | Rating | Equal-weight | Overweight | | Price Target | Rmb140.00 | Rmb160.00 | We dive into the AI glasses supply chain and identify key potential semiconductor beneficiaries if AI glasses shipment ramps rapidly, including Will Semi (upgraded to OW), Himax (OW), and MediaTek (OW). What happened to Glasses 1.0? Since ...