研報掘金丨招商證券:鵬鼎控股Q4業績符預期,維持“強烈推薦”評級
招商證券研報指出,鵬鼎控股(002938.SZ)Q4業績表現符合市場預期,增長源於大客戶新品銷量增長帶動公司稼動率向上。大客戶新機在Apple intelligence 升級以及硬件方面的創新推動銷量較上一代有所增長,且公司稼動率有明顯的提升。公司25Q1業績增長有望提速,源於16e及iPad、Mac等新機備貨景氣的推動。展望今明年,公司積極佈局AI 終端及算力、智能車和低軌衛星等領域,並有望迎來多點開花。維持“強烈推薦”評級。
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