森松国际（02155.HK）今日盘中大涨8.74%，股价表现强劲。这一显著涨幅引起了投资者的广泛关注。
消息面上，中金公司发布最新研报，维持森松国际"跑赢行业"评级，同时大幅上调目标价50%至12港元。中金分析师认为，虽然短期内个别项目交付确认收入需要时间，但考虑到行业估值中枢上行，加之公司有望受益于全球制造业转移和人工智能等高科技产业发展，长期成长空间被打开。新目标价对应14.4倍2026年市盈率，较当前股价仍有22.0%的上行空间。
这份积极的分析报告显然提振了市场信心。尽管中金下调了2025年的盈利预期，但首次引入2026年净利润9.37亿元的预测，反映出对公司中长期发展前景的看好。投资者似乎更关注森松国际在全球制造业格局变化和新兴科技领域的潜在机遇，推动股价强劲上涨。
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