摩根大通发表报告指，高伟电子(01415.HK) 上半年纯利按年升33%，较该行预期高出17%，受惠苹果产品订单优于预期及良率效率改善。该行认为市场对潜在需求疲弱及价格压力的担忧已充分反映，考虑到公司市占率提升及效率改善为盈利关键驱动力，预期2026及2027年盈利按年增长28%及15%。目前股价仅相当于2026年预测市盈率10倍，较历史平均水平低40%，料强劲盈利增长将支持估值重评，维持“增持”...
Source Link摩根大通发表报告指，高伟电子(01415.HK) 上半年纯利按年升33%，较该行预期高出17%，受惠苹果产品订单优于预期及良率效率改善。该行认为市场对潜在需求疲弱及价格压力的担忧已充分反映，考虑到公司市占率提升及效率改善为盈利关键驱动力，预期2026及2027年盈利按年增长28%及15%。目前股价仅相当于2026年预测市盈率10倍，较历史平均水平低40%，料强劲盈利增长将支持估值重评，维持“增持”...
Source LinkDisclaimer: 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.