智通财经APP获悉，津上机床中国(01651)涨超4%，截至发稿，涨4.14%，报67.9港元，成交额8635.8万港元。
消息面上，大和发布研报称，重申津上机床中国“买入”评级，并将目标价由77港元上调至80港元。同时将 2027至28财年每股盈利预测上调4%。该行认为津上机床是AI基础设施投资中关键的机床受惠者之一。AI液冷快拆接头需求维持强劲，管理层表示2026财年年订单已达到约1,000台，预计2027财年有望翻倍，主要受Nvidia GB300相关部署推动。
津上中国此前披露的财报显示，2026财年公司实现收入51.84亿元，同比增长21.6%；归母净利润10.94亿元，同比劲增39.9%，收入与利润双双刷新历史纪录。其中，利润增速显著跑赢收入增速。公司延续了慷慨分红传统，派发末期股息每股0.9港元，再加上中期股息每股0.6港元，全年派息力度达每股1.5港元。
Disclaimer: Investing carries risk. This is not financial advice. The above content should not be regarded as an offer, recommendation, or solicitation on acquiring or disposing of any financial products, any associated discussions, comments, or posts by author or other users should not be considered as such either. It is solely for general information purpose only, which does not consider your own investment objectives, financial situations or needs. TTM assumes no responsibility or warranty for the accuracy and completeness of the information, investors should do their own research and may seek professional advice before investing.