伟仕佳杰:云业务收入和利润率扩张预计将使2027年盈利翻倍

国泰君安国际
24 Mar

维持“买入”评级并上调目标价至8.18 港元,基于8.4 倍2025 年市盈率。内地云需求在过去一年有所增长,主要指标是大型云服务提供商大幅增加了资本支出。作为阿里巴巴、华为、腾讯和金山云的顶级供应商,伟仕佳杰(或“公司”)有能力为任何想要改进云服务的企业提供人工智能云业务支持和材料供应。因此,伟仕佳杰的高利润部门,即云和IT 供应,预计有望在未来三年实现超过25%的年复合增长率,从而在2027 ...

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