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研報掘金丨西部證券:中科曙光在先進存力領域持續投入和產品創新,予“增持”評級

西部證券研報指出,9月25日-9月27日,中科曙光(603019.SH)子公司曙光存儲出席大會,提出打造先進存力中心,推動產業數智化加速發展。公司已陸續推出全閃存存儲、分佈式統一存儲、多控統一存儲、高密度存儲服務器、備份一體機等多種存儲產品。公司2024年發佈的FlashNexus 系列不僅是全球首個億級IOPS集中式全閃存儲,還是業界唯一有百控級擴展能力的集中式存儲產品,穩定性、綜合性能均領先同類產品,引領了相關產業的革新。公司在先進存力領域的持續投入和產品創新,體現了公司紮實的研發能力,有望加速實現公司新一代IT產品、解決方案的落地和商業化。考慮到通用計算市場處於穩健回暖的階段,整體增長相對有限,給予“增持”評級。

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