金吾财讯 | 立讯精密（02475）午盘持续拉升，最新涨6.8%，报63.45港元，成交额2.21亿港元。对应A股立讯精密（002475）收盘涨4.1%，报57.11元。立讯精密预计截至今年9月底止首三季纯利将介乎约132.5亿至144亿元（人民币，下同），较去年同期的115.2亿元增长约15%至25%；股东应占扣除非经常性损益的净利润预计约103.7亿至117.2亿元，较去年同期的95.4亿元增长约8.6%至22.8%；每股基本盈利预计约1.79至1.95元，去年同期为1.59元。中金发布研报称，在大模型参数规模、推理并发、显存占用和功耗密度持续提升的背景下，AI服务器已经从拼单卡性能转向机柜形态。展望2027年，随着算力卡供给/推理需求/模型参数/方案技术等方面的条件逐渐成熟，超节点具备放量基础。而围绕机柜形态的演进，该行认为将在芯片/互联/ODM等多个环节实现价值量跃迁。
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