异动解读|津上机床中国盘中上涨5.06%,大和上调目标价至80港元重申买入

行情直击
Jul 09

7月9日,津上机床中国盘中上涨5.06%,报68.5港元/股,成交额9200.91万港元。

消息面上,大和上调津上机床中国目标价至80港元,重申"买入"评级,指其为AI基础设施投资中关键机床受惠者之一。此前大和于6月下旬首次覆盖该股时给予目标价77港元,认为20倍市盈率反映其从传统机床供应商转型为受惠于AI液冷、人形机器人及可折叠智能手机等新兴精密制造需求的潜力。公司此前发布全年业绩,收入约51.84亿元,同比增长21.6%;净利润达10.94亿元,同比增长39.9%,AI液冷及半导体等新兴领域成为业绩增长主要驱动力。

(以上内容均基于市场公开消息,由程序或算法智能生成,仅作为股价异动提醒,不作为投资建议或交易依据。)

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