美银证券发表报告,首次覆盖英诺赛科,予“买入”评级,目标价108港元。该行指,看好英诺赛科长期增长前景,原因包括全球GaN功率半导体市场以63%的年均复合增长率快速增长(2024至2028年);规模经济和技术创新令盈利能力持续改善;及与英伟达合作开发800V HVDC 架构,自2027年起带来收入上升潜力。美银证券预测英诺赛科2024至2027年收入年复合增长率为72%,2027年的净利润率料为12.1%。
美银证券发表报告,首次覆盖英诺赛科,予“买入”评级,目标价108港元。该行指,看好英诺赛科长期增长前景,原因包括全球GaN功率半导体市场以63%的年均复合增长率快速增长(2024至2028年);规模经济和技术创新令盈利能力持续改善;及与英伟达合作开发800V HVDC 架构,自2027年起带来收入上升潜力。美银证券预测英诺赛科2024至2027年收入年复合增长率为72%,2027年的净利润率料为12.1%。
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