大摩:首次覆盖英诺赛科(02577)予“与大市同步”评级 目标价95港元

智通财经
Oct 13, 2025

智通财经APP获悉,摩根士丹利发布研报称,首次覆盖英诺赛科(02577),评级与大市同步”,目标价95港元,相当于预测明年市销率34倍。该行指,英诺赛科是一家领先的氮化镓功率集成电路厂商,相信该公司已做好充分准备,从人工智能数据中心、仿人机器人和电动车等世俗增长驱动因素中获益。该行认为目前的估值在很大程度上反映了市场的高预期。

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