FIT HON TENG升目标价至6.4港元,次季业绩符预期,看好高毛利AI业务

中金公司
Aug 20, 2025

一、研报核心观点中金公司 发布研报,维持鸿腾精密(06088)2025年盈利预测不变,同时上调2026年盈利预测11%至3.01亿美元。基于对公司高毛利AI业务增长潜力的看好以及行业估值中枢上移的考虑,中金将目标价大幅上调76.8%至6.4港元,并维持“跑赢行业”评级。目标价分别对应今明两年33.9倍和20倍市盈率,较当前股价有7.2%的上行空间。二、上半年业绩表现鸿腾精密今年上半年收入同比增长...

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