里昂发布研报称，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）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.SH）A股目标价由209.6元人民币上调至277.9元人民币，均维持“高度确信跑赢大市”评级，同时将公司2026至2028年的净利润预测各上调9%、33%及25%，至41亿、68亿及87亿元人民币。
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