招商证券发表报告指,汇聚科技(01729.HK) 预计2025年年度纯利将实现60%至70%的增长,对应7.2至7.7亿元。该行判断营收增长主要系电线组件分部内数据中心及服务器分部的销售订单增加带动集团收入增加驱动。该行指,业绩超预期主要因2025年阿里、字节等国产服务器需求带动公司服务器业务营收实现大幅增长,同时下半年莱尼整合效果较佳亦带来业绩增厚。报告指,考虑到数据中心及服务器市场需求高景气、...
Source Link招商证券发表报告指,汇聚科技(01729.HK) 预计2025年年度纯利将实现60%至70%的增长,对应7.2至7.7亿元。该行判断营收增长主要系电线组件分部内数据中心及服务器分部的销售订单增加带动集团收入增加驱动。该行指,业绩超预期主要因2025年阿里、字节等国产服务器需求带动公司服务器业务营收实现大幅增长,同时下半年莱尼整合效果较佳亦带来业绩增厚。报告指,考虑到数据中心及服务器市场需求高景气、...
Source LinkDisclaimer: 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.