《大行》花旗对敏实(00425.HK)开启90天上行催化剂观察

阿斯达克财经
Jan 22

花旗发表报告,对敏实(00425.HK) 开启90天上行催化剂观察。目标价46元,评级“买入”。报告指,AI液冷产品的大规模交付很可能已于1月开始,预期敏实在AI液冷领域将进一步获得订单。另外,该行认为德国重新推出的补贴政策可能为敏实欧洲销售带来上行风险。其他催化剂因素包括铝价上涨的影响可控;墨西哥关税上调的影响有限,2026年料涉及约100万美元;机器人业务2026年营收贡献约1亿元人民币;估值...

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