A股異動丨神州數碼大漲8.43% 與華為深度合作伙伴獲券商看好
格隆匯12月2日丨神州數碼(000034.SZ)大漲8.43%,報18.01元,總市值117.8億元。

公司此前發公告稱,與廈門市政府戰略合作,建設鯤鵬產業生態基地。東北證券指出:神州數碼本次與廈門市人民政府簽署協議,未來將通過2-5年時間在廈門建設自主可控服務基地和PC生產基地。此次公司與廈門市政府的合作,一方面代表着公司“大華為”戰略的進一步升級;另一方面,也彰顯出公司在雲轉型及數字化建設領域的技術實力。
方正證券指出,作為華為深度合作伙伴,投資服務器產線前景可期。堅定轉型雲服務,穩居國內第一梯隊。SaaS hosting、超算中心等新業務持續推進。公司當前價值低估。公司傳統分銷業務近年來保持穩定增長,雲業務高速增長,保守預測公司19-21年業績為7.0、8.2、9.8億,對應當前市值的PE為14、12、10倍,維持“強烈推薦”評級。
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