异动解读|汇聚科技盘中上涨5.14%,莱尼整合超预期叠加多机构看好算力业务

行情直击
Aug 17

8月17日,汇聚科技盘中上涨5.14%,报17.39港元,成交额1.04亿港元。

消息面上,汇聚科技近期完成对新加坡汇聚剩余51%股权的收购,实现莱尼线缆LCS 100%股权并表。招商证券指出,莱尼整合效果带来盈利超预期,100%并表将大幅增厚收入及利润规模,上调总收入预测至338亿、479亿及635亿港元,维持"强烈推荐"评级。此外,麦格理首予"跑赢大市"评级,目标价32.5港元,预期公司收入年均复合增长率可达50%;国盛证券首予"买入"评级,目标价31港元。机构普遍认为公司算力业务被明显低估,MPO、AI服务器主业高速增长,光通信CPO等新产品放量在即。

(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。)

Disclaimer: Investing carries risk. This is not financial advice. The above content should not be regarded as an offer, recommendation, or solicitation on acquiring or disposing of any financial products, any associated discussions, comments, or posts by author or other users should not be considered as such either. It is solely for general information purpose only, which does not consider your own investment objectives, financial situations or needs. TTM assumes no responsibility or warranty for the accuracy and completeness of the information, investors should do their own research and may seek professional advice before investing.

Most Discussed

  1. 1
     
     
     
     
  2. 2
     
     
     
     
  3. 3
     
     
     
     
  4. 4
     
     
     
     
  5. 5
     
     
     
     
  6. 6
     
     
     
     
  7. 7
     
     
     
     
  8. 8
     
     
     
     
  9. 9
     
     
     
     
  10. 10