高盛发表报告，首次覆盖澜起科技(06809.HK) H股，予H股“买入”评级， H股目标价268元；并重新恢复澜起科技(688008.SH) A股“买入”评级，目标价227元人民币。该行称，澜起科技作为全球内存互联芯片的领导者，按2024年营收计算市占率达36.8%，该行预期其成长将受云端运算及AI基础设施对先进内存互联技术日益增长的需求所推动。在需求不断成长与产品快速扩张的带动下，该行预期公司...
Source Link高盛发表报告，首次覆盖澜起科技(06809.HK) H股，予H股“买入”评级， H股目标价268元；并重新恢复澜起科技(688008.SH) A股“买入”评级，目标价227元人民币。该行称，澜起科技作为全球内存互联芯片的领导者，按2024年营收计算市占率达36.8%，该行预期其成长将受云端运算及AI基础设施对先进内存互联技术日益增长的需求所推动。在需求不断成长与产品快速扩张的带动下，该行预期公司...
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