研報掘金丨浙商證券:予麥格米特“買入”評級,AI電源研發成爲潛在增長點
浙商證券研報指出,麥格米特(002851.SZ)爲電子電氣領域龍頭供應商,多領域佈局拓展。主營業務穩中有進,AI電源研發成爲潛在增長點。公司作爲行業領先的電源解決方案提供商,將最新技術突破的創新型電源解決方案與 NVIDIA MGX平臺和GB200系統相結合,正式推出適用於 NVIDIA MGX平臺的最新電源系統,成爲英偉達指定供應商之一。英偉達於美國時間2025年3月17日召開GTC大會,GB300可能成爲本次發佈重點。公司作爲英偉達合作供應商之一或有望參與本次新品合作,利好公司業績表現。給予“買入”評級。
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