摩根大通发表研究报告指，敏实集团日前公布的员工股权激励计划，首次聚焦于涉及人形机器人、电动垂直起降飞行器及AI服务器液冷系统等新兴领域的关键人员。另外，公司宣布获得两宗来自台湾AI服务器制造商的订单，为公司首批AI服务器液冷产品订单，预计将于今年11月及12月开始分批交付。 公司目标2030年汽车零件收入达720亿元，包括电池盒业务收入300亿元。虽然现时积累的未交付订单尚未能满足有关目标，但管理层认为未来收入增长将由新产品扩张及竞争格局转变等因素驱动。该行同意管理层电池盒业务的乐观看法，并预期至到2030年，该业务年均复合增长率约为30%。该行维持上月已上调过的目标价70港元及“增持”评级。
Disclaimer: 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.