研報掘金丨財通證券:維持協創數據“買入”評級,大規模採購服務器開拓算力租賃業務
財通證券研報指出,協創數據(300857.SZ)擬不超過30億元採購服務器,開拓算力租賃服務。公司購買服務器主要用於為客户提供算力租賃服務,有利於促進公司AI 算力業務的大力發展。認為公司依託自身優勢以及子公司NCP資質,大幅採購服務器推動算力租賃業務,有望為公司創造新的業務增長曲線,公司的算力藍圖正在徐徐展開。認為隨着Fcloud AI訓推平台在張江落地標杆案例,未來有望在全國多區域複製,推動公司AI算力服務遍地開花。公司算力藍圖展開,AI算力服務落地標杆,服務器再製造市場需求旺盛,多層級增長引擎有望驅動業績持續高增。維持“買入”評級。
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