一、评级与目标价里昂证券发布研报,首次给予壁仞科技(06082)“跑赢大市”评级,并设定目标价为46.3港元。这一评级基于对壁仞科技未来增长潜力的看好,尤其是在中国人工智能(AI)芯片市场的竞争力。二、公司定位与行业优势壁仞科技被定义为中国领先的通用智能运算解决方案供应商。其核心竞争力在于能够受益于中国内地超大规模企业稳健的AI资本开支增长,以及政府政策对国产AI芯片需求的支持。这些因素共同构成了...
Source Link一、评级与目标价里昂证券发布研报,首次给予壁仞科技(06082)“跑赢大市”评级,并设定目标价为46.3港元。这一评级基于对壁仞科技未来增长潜力的看好,尤其是在中国人工智能(AI)芯片市场的竞争力。二、公司定位与行业优势壁仞科技被定义为中国领先的通用智能运算解决方案供应商。其核心竞争力在于能够受益于中国内地超大规模企业稳健的AI资本开支增长,以及政府政策对国产AI芯片需求的支持。这些因素共同构成了...
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