研報掘金丨民生證券:維持海光信息“推薦”評級,業績有望保持持續增長的態勢
民生證券研報指出,2023年海光信息(688041.SH)始終圍繞通用計算市場,保持高強度研發投入,通過技術創新增強產品競爭優勢,在收入、毛利率方面持續提升,實現業績持續增長。伴隨信創產業的快速發展和AI算力需求的大幅提升,公司作為國產CPU和DPU的龍頭企業,業績有望保持持續增長的態勢。公司產品優勢持續提升,出貨節奏向好,上調公司盈利預測,業務拓展速度加快,維持“推薦”評級。
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