智通财经APP获悉，伟仕佳杰(00856)盘中涨超3%，截至发稿，涨2.99%，报9.29港元，成交额8690.49万港元。
天风证券发布研报称，伟仕佳杰的东南亚业务已在泰国、新加坡、菲律宾、马来西亚等九国形成GPU、AI基建和消费电子多元布局，2024年区域收入同比大幅增至74% ，净利润占比约51%。该行认为，公司两大新方向有望与东南亚ICT分销主业、云与AI服务形成协同效应，进一步抬升收入增速并增强盈利韧性。
该行指出，在全球算力需求高速增长、公司东南亚渠道加速放量以及新能源汽车与跨境支付等新方向不断落地的三重驱动下，预计公司25-27年归母净利润为12.51/15.32/18.83亿元，对应增速为30%/22.4%/22.9%；鉴于全球算力持续高增、东南亚数字化基础设施加速以及公司多元业务布局已见成效，该行认为公司当前估值具备显著上行空间。
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