摩根大通发表报告指，德昌电机9月底止中期业绩符合预期。营收按年下降1%、按半年增长2%至18亿美元，净利润按年增长3%、按半年持平至1.33亿美元，主要受惠于汽车产品(APG)业务持续改善，以及工业产品(IPG)业务的贡献。 报告指，公司于财报简报会中对新业务计划仍仅提供极有限细节，延续其一贯的沟通风格。在缺乏更多关于AI DC及机器人订单进度的披露下，预期对该股市场情绪将维持冷淡，认为任何关于这些业务管道的具体更新皆可能触发显著的估值重估。该行将其目标价由67港元降至54港元，评级“增持”。
摩根大通发表报告指，德昌电机9月底止中期业绩符合预期。营收按年下降1%、按半年增长2%至18亿美元，净利润按年增长3%、按半年持平至1.33亿美元，主要受惠于汽车产品(APG)业务持续改善，以及工业产品(IPG)业务的贡献。 报告指，公司于财报简报会中对新业务计划仍仅提供极有限细节，延续其一贯的沟通风格。在缺乏更多关于AI DC及机器人订单进度的披露下，预期对该股市场情绪将维持冷淡，认为任何关于这些业务管道的具体更新皆可能触发显著的估值重估。该行将其目标价由67港元降至54港元，评级“增持”。
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