On July 16, Goldman Sachs released a research report stating that the models launched by mobile phone manufacturers from June to the present are mainly mid-range models, but the bank believes that launching foldable phone models may support the current price level. The price difference between the recent new models and the previous generations is about 7%, and it is expected that new mid-to-high-end models will be mainly launched in late July and August, and there will be more folding phones, with AIGC functions and periscope lenses as the main highlights. The bank states that AAC Tech, Luxshare Precision Industry, BYD Electronic, BOE, Maxscend Microelectronics, Will Semiconductor, SG Micro Corp, Taiwan Semiconductor and ASMPT, are all rated as "buy", while Sunny Optical receives a "neutral" rating.
大行评级｜高盛：手机商7月下旬至8月将推出中高阶新机 予瑞声科技、立讯精密等“买入”评级
Goldman Sachs: Phone manufacturers will release mid-to-high-end new phones from late July to August, and "Buy" ratings are given to AAC Tech, Luxshare Precision and others.
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