智通财经APP获悉，交银国际发布研报称，首次覆盖爱芯元智(00600)，给予“买入”的投资评级，及目标价36港元。该行认为，爱芯元智是人工智能(AI)推理系统芯片(SoC)产业龙头。公司终端极端及边缘AI产品在视觉AI推理、智能驾驶等应用情境具备广泛落地潜力。
交银国际预计，爱芯元智收入将在2026/2027/2028年分别增长52%/98%/117%，并预测整体毛利率由2025年的21.6%提升至2026/2027/2028年的34.2%/38.9%/42.7%。此外，公司预计爱芯元智2027年实现EBITDA转正，2028年实现净利转正。
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