花旗发表研究报告指，蓝思科技管理层表示，iOS智能手机或会在今年下半年至2027年进入强劲的创新 上升周期，今年下半年会因新型号而录得强劲订单。另外，随着开始为国内新能源汽车客户大规模生产 强化玻璃，集团在汽车领域的价值将在下半年显著提高。公司相信受惠于关键人工智能眼镜项目大规模 生产所推动，可穿戴设备在下半年或会实现显著增长。公司又计划今年为人工智能服务器生产冷却模块 和冷却连接器，并在明年进行SSD模块组装，及在2027年进行服务器的最终组装、测试和封装(FATP)。 综合蓝思科技次季业绩及下半年展望，该行下调公司今年每股盈测4%，但大致维持2026及27年的预 测，上调公司AH股目标价16%和19%，分别至37元及31港元，维持"买入"评级。 ...

Core Viewpoint - Citi's research report indicates that Lens Technology's management anticipates a strong innovation upcycle for iOS smartphones from the second half of this year through 2027, driven by new model orders [1] Group 1: Company Performance and Outlook - Lens Technology expects strong orders in the second half of this year due to new model launches [1] - The company's value in the automotive sector is projected to significantly increase in the second half as it begins large-scale production of strengthened glass for domestic electric vehicle clients [1] - The wearable device segment is anticipated to see significant growth in the second half, driven by large-scale production of key AI glasses projects [1] Group 2: Future Production Plans - The company plans to produce cooling modules and connectors for AI servers this year, with SSD module assembly scheduled for next year and final assembly, testing, and packaging (FATP) of servers planned for 2027 [1] Group 3: Financial Adjustments - Following the second quarter performance and outlook for the second half, the firm has lowered the earnings per share estimate for the company by 4% for this year, while maintaining forecasts for 2026 and 2027 [1] - The target prices for the company's A and H shares have been raised by 16% and 19%, respectively, to HKD 37 and HKD 31, while maintaining a "buy" rating [1]