大和发表报告，将津上机床中国的目标价由77港元上调至80港元，重申“买入”评级，同时将2027至28财年每股盈利预测上调4%，主要反映公司费用控制优于预期。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1000台，预计2027财年有望翻倍，主要受Nvidia GB300相关部署推动。
大和发表报告，将津上机床中国的目标价由77港元上调至80港元，重申“买入”评级，同时将2027至28财年每股盈利预测上调4%，主要反映公司费用控制优于预期。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1000台，预计2027财年有望翻倍，主要受Nvidia GB300相关部署推动。
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.