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寒武纪跌5.32%，第一上海证券二个月前给出“买入”评级，目标价1683.00元

中金财经
Feb 04

　　今日寒武纪(688256)跌5.32%，收盘报1068.0元。2025年12月4日，第一上海证券研究员黄晨发布了对寒武纪的研报《推理应用加速落地，算力缺口亟待缓解》，该研报对寒武纪给出“买入”评级，认为其目标价为1683.0元，研报发布时股价为1332.30元，预期涨幅为26.32%。研报中预计25-27年收入分别为68.2亿/151.4亿/243.0亿，同比增长481%/122%/61%；归母净利润16.8亿/51.3亿/88.8亿，同比增长NA/205%/73%。我们认为随着AI大模型的不断迭代发展，国产算力芯片将在客户侧不断拓展应用场景，公司作为国产算力龙头企业，将显著受益于国产芯片的渗透率提升。给与公司目标价1,683元，市值7,100亿元，对应2027年80倍PE，较现价有26%的上升空间，维持买入评级。证券之星数据中心根据近三年发布的研报数据计算，该研报作者对此股的盈利预测准确度为79.35%。证券之星数据中心计算显示，对该股盈利预测较准的分析师团队为国海证券的刘熹。寒武纪(688256)个股概况：    为证券之星据公开信息整理，由AI算法生成(网信算备310104345710301240019号)，不构成投资建议。    

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