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研報掘金丨開源證券:維持海光信息“買入”評級,高度看好公司長期發展
格隆匯 02-26 14:55
開源證券研報指出,海光信息(688041.SH)預計24年實現歸母淨利潤19.29億元,同比增長52.73%。其中Q4預計實現歸母淨利潤4.03億元,同比增長11.3%。公司收入和利潤高速增長,主要得益於專注於高端處理器的研發創新,產品應用領域進一步拓展,客户的認可度持續提升,促進業績快速增長。高度看好公司長期發展,維持“買入”評級。另外,以阿里為代表的互聯網大廠不斷加大資本開支,有望帶動國產AI基礎設施投資,公司作為國產AI芯片領先廠商,有望高度受益。
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