摩根士丹利将新思科技的评级上调至“增持”,维持500美元的目标价不变,对应30至35倍的预期市盈率。大摩指,该股近期估值回调后已出现具有吸引力的入场时机,同时对其收购安世半导体所带来的协同效应更具信心,设计知识产权业务也呈现复苏态势,加之“物理AI”领域的潜在机遇尚未被市场充分认识。
摩根士丹利将新思科技的评级上调至“增持”,维持500美元的目标价不变,对应30至35倍的预期市盈率。大摩指,该股近期估值回调后已出现具有吸引力的入场时机,同时对其收购安世半导体所带来的协同效应更具信心,设计知识产权业务也呈现复苏态势,加之“物理AI”领域的潜在机遇尚未被市场充分认识。
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