《大行》瑞银升澜起科技(06809.HK)目标价至380元 受惠中国AI发展

阿斯达克财经
May 07

瑞银发表报告,上调澜起科技(06809.HK) 2027年及2028年内存、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。主要依据其第一季毛利率大幅好过预期、Agentic AI带动服务器CPU展望更为强劲,显著带动其内存互联芯片出货量增长、AI加速器国产化进度加快,以及公司在PCIe...

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