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研報掘金丨中泰證券:維持浪潮信息“買入”評級,AI算力服務器需求持續景氣
格隆匯 12-16 15:39
中泰證券研報指出,浪潮信息(000977.SZ)2024年第三季度運營效率持續優化,盈利顯著增長。具體來看,前三季度公司三項期間費用(銷售費用、管理費用和研發費用)合計38.47億元,相比營業收入831.26億元的佔比為4.63%,較去年同期的7.78%大幅下降,展現出良好的成本管控能力。根據10 月份IDC 發佈的《中國半年度液冷服務器市場(2024 上半年)跟蹤》報吿,中國液冷服務器市場2024 上半年同比大幅增長98.3%,市場規模達到12.6億美元,出貨量同比增長81.8%,其中浪潮信息以超過50%的份額蟬聯中國市場第一。考慮到AIGC浪潮持續推進,當前主要大型企業對AIGC領域相關投入持續加大,AI算力服務器需求持續景氣,上調公司盈利預測,維持“買入”評級。
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