2025H2 AI 进展有望驱动价值重估，2026 年起潜在增量丰富、兑现仍需跟踪基于现有业务预期下修、AI 潜在新品丰富，我们将2025-2026 年净利润预测由50/61 亿元下调至46/59 亿元、2027 年预测由71 亿元上调至80 亿元，同比增长8%/29%/35%，当前市值对应2025-2027 年19.7/15.3/11.3 倍PE。2025H2 服务器进展有望驱动价值重估、提供...
Source Link2025H2 AI 进展有望驱动价值重估，2026 年起潜在增量丰富、兑现仍需跟踪基于现有业务预期下修、AI 潜在新品丰富，我们将2025-2026 年净利润预测由50/61 亿元下调至46/59 亿元、2027 年预测由71 亿元上调至80 亿元，同比增长8%/29%/35%，当前市值对应2025-2027 年19.7/15.3/11.3 倍PE。2025H2 服务器进展有望驱动价值重估、提供...
Source LinkDisclaimer: Investing carries risk. This is not financial advice. The above content should not be regarded as an offer, recommendation, or solicitation on acquiring or disposing of any financial products, any associated discussions, comments, or posts by author or other users should not be considered as such either. It is solely for general information purpose only, which does not consider your own investment objectives, financial situations or needs. TTM assumes no responsibility or warranty for the accuracy and completeness of the information, investors should do their own research and may seek professional advice before investing.