《大行》里昂予澜起科技(06809.HK)目标价447.2元 受惠CPU强劲需求

阿斯达克财经
May 07

里昂发表报告指,随着AI从模型训练转向推理,特别是AI代理的发展,服务器CPU的需求正持续上升。该行认为澜起科技(06809.HK) 是CPU强劲需求的主要受惠者。此外,公司新产品的可服务市场规模大,增长正加速。该行上调对澜起科技的盈利预测,首次覆盖澜起科技港股并给予447.2港元目标价,同时将澜起科技(688008.SS)A股目标价由209.6元人民币上调至277.9元人民币,均维持“高度确信跑...

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