瑞银发布研报称，尽管澜起科技（06809）农历新年后股价表现强劲，升幅达52%，目前估值相当于2027年市盈率58倍，但若对应2027-2030年每股盈利复合年增长率45%，动态市盈率为1.3倍，该行认为仍具吸引力。随着多重结构性成长动能浮现，目标价由237港元升至380港元，相当综合预测市盈率70倍（此前为54倍），并重申“买入”评级。
该行上调澜起科技2027年及2028年存储器、PCIe互联营收预测14%及30%，各至81亿及118亿元人民币，并将2027年及2028年PCIe互联营收预估上调19%及40%，各至23亿及37亿元人民币。
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