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研報掘金丨華泰證券:維持東山精密“買入”評級,目標價39.9元
格隆匯 03-18 14:48

華泰證券研報指出,東山精密(002384.SZ)作為全球領先的軟板+精密結構件企業,一直貫徹大客户戰略,深度綁定北美A客户和T客户。隨着北美客户摺疊機、AI眼鏡以及機器人等新型智能產品的落地及放量,我們認為作為它們產業鏈的核心供應商的東山精密也將迎來一輪估值重估。同時,考慮到近期市場對科技板塊風險偏好的提升,因此上調公司2025年目標PE至25.0x,目標價39.9元,維持“買入”評級。

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