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研報掘金丨華福證券:首予寒武紀“買入”評級,在AI蓬勃發展的趨勢下有望持續受益
格隆匯 05-21 15:23
華福證券研報指出,AI算力作為國產替代的重中之重,未來發展空間廣闊,寒武紀(688256.SH)作為國產AI芯片龍頭,憑藉產品優勢的逐步構建,在AI蓬勃發展的趨勢下有望持續受益。另外,國內政策端持續給予政策支持,公司有望在國內智算建設中拿到更多訂單,支撐公司快速成長。該行認為公司作為國產AI芯片稀缺標的,有望同時受益於AI行業的蓬勃發展以及算力國產替代的雙重邏輯,故可享受一定估值溢價,預計公司將在2024-2026 年實現收入12.99/20.17/32.06億元, 對應當前PS估值63/40/25倍。首次覆蓋,給予“買入”評級。
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