麦格米特深度解析 | 入局英伟达产业链,是“次要备选”还是未来核心?

源头研报哥
Jan 14

自2024年10月被英伟达(NVIDIA)列入Blackwell平台合作伙伴以来,麦格米特股价已累计重估超过260%。这家老牌工业自动化专家,正试图通过切入全球AI服务器电源供应链,完成其企业史上最关键的一次定型转型。高盛于2026年1月13日发布首次覆盖报告,给予“中性” 评级,12个月目标价定为86.8元(较当前股价约有14%的下行空间)。在光鲜的AI光环背后,麦格米特的真实胜算几何?以下是...

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