伟仕佳杰(00856)盘中涨超3%,截至发稿,股价上涨1.49%,现报6.80港元,成交额1695.88万港元。
伟仕佳杰公布,2025年第一季度未经审核营业额同比增长16至17%;毛利同比增长20至21%;归属股东纯利同比增长28至29%。
国泰君安此前指出,作为阿里巴巴、腾讯和金山云的顶级供应商,伟仕佳杰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年之前使其每股盈利翻倍。
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