You are browsing the Hong Kong website, Regulated by Hong Kong SFC (CE number: BJA907). Investment is risky and you must be cautious when entering the market.
研報掘金丨海通證券:工業富聯AI服務器強勢增長,維持“優於大市”評級
海通證券研報指出,認為工業富聯(601138.SH)受AI相關業務收入大幅提升、尤其Q2加速增長,收入結構變化,毛利率波動影響淨利率。AI 服務器Q2環比強勢向上、H1接近完成23年全年規模;通用服務器復甦強勁。同時,公司針對客户的新一代AI服務器產能已充足到位,下游訂單能見度高。除此之外,2024H1通用服務器收入亦同比增長16%,復甦力道強勁。另外,今年4月,公司憑藉“AI智賦供應鏈端到端協同”實踐,成功入選工業互聯網產業聯盟“2024年數智化供應鏈案例”榜單。公司現已服務國內超過200家企業客户,涵蓋10大行業,規模化推廣之路進一步提速。參考可比公司估值,給予公司2024年PE為20-25倍,對應合理目標價25.20元-31.50元,維持“優於大市”評級。
Follow us
Find us on Facebook, Twitter , Instagram, and YouTube or frequent updates on all things investing.Have a financial topic you would like to discuss? Head over to the uSMART Community to share your thoughts and insights about the market! Click the picture below to download and explore uSMART app!
Disclaimers
uSmart Securities Limited (“uSmart”) is based on its internal research and public third party information in preparation of this article. Although uSmart uses its best endeavours to ensure the content of this article is accurate, uSmart does not guarantee the accuracy, timeliness or completeness of the information of this article and is not responsible for any views/opinions/comments in this article. Opinions, forecasts and estimations reflect uSmart’s assessment as of the date of this article and are subject to change. uSmart has no obligation to notify you or anyone of any such changes. You must make independent analysis and judgment on any matters involved in this article. uSmart and any directors, officers, employees or agents of uSmart will not be liable for any loss or damage suffered by any person in reliance on any representation or omission in the content of this article. The content of the article is for reference only and does not constitute any offer, solicitation, recommendation, opinion or guarantee of any securities, virtual assets, financial products or instruments. Regulatory authorities may restrict the trading of virtual asset-related ETFs to only investors who meet specified requirements. Any calculations or images in the article are for illustrative purposes only.
Investment involves risks and the value and income from securities may rise or fall. Past performance is not indicative of future performance. Please carefully consider your personal risk tolerance, and consult independent professional advice if necessary.
uSMART
Wealth Growth Made Easy
Open Account