今日寒武纪(688256)涨20.00%，收盘报1699.96元。2026年4月28日，第一上海证券研究员黄晨发布了对寒武纪的研报《AI Agent时代来临，国产算力支撑AI建设》，该研报对寒武纪给出“买入”评级，认为其目标价为1903.0元，现价距离目标价尚有11.94%的涨幅空间。研报中预计26-28年收入分别为180.5亿/289.8亿/392.9亿，同比增长178%/61%/36%；归母净利润68.0亿/114.7亿/158.1亿，同比增长230/67%/37%。我们认为公司产品将在客户侧不断拓展应用场景，显著受益于国产芯片的渗透率提升。给与公司目标价1,903元，市值8,030亿元，对应2027年70倍PE，较现价有41%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45.94%。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泰海通的舒迪。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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