研報掘金丨財信證券:中科曙光三季報盈利能力持續改善,AI+信創助力未來可期
財信證券研報指出,中科曙光(603019.SH)三季報盈利能力持續改善,AI+信創助力未來可期。首次覆蓋,給予“增持”評級。公司在信創服務器、國產AI服務器、智算數據中心液冷等領域具有深厚的技術積澱,該行認為公司未來有望受益於信創節奏恢復與AI智算領域的高景氣度而實現業績快速增長,盈利能力改善也有望持續。10月27日,曙光數創於青島舉辦“深藍計劃”新品發佈會暨曙光數創(青島)產業創新基地啟動儀式。會上曙光數創發佈新一代一體化風液混冷先進數據中心,並宣佈全國規模最大的液冷數據中心全鏈條產業創新基地正式啟動。
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