本报告导读:公司24 年业绩超预期,营收与盈利同比均大幅增长; AI 技术快速发展、应用场景不断拓展,带动公司长期深耕的 AIoT各行业全面增长。投资要点:维持“增持”评级,上调目标价至 183元。公司为AIOT SoC 龙头,考虑到公司旗舰产品增量价值持续释放,上调公司2024-2026 年EPS至1.35/1.92/2.53 元(原值为1.06/1.62/2.16 元)。考虑到可比公司25年...
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