研報掘金丨國盛證券:維持東山精密“買入”評級,AI佈局再下一城
國盛證券研報指出,東山精密收購索爾思切入光通信,AI佈局再下一城。索爾思2024年實現利潤約4億人民幣,產品範圍覆蓋從10G到800G及以上速率的各類光模塊,公司憑藉先進的技術和可靠的產品質量,在全球光通信市場佔據重要地位。另外,東山戰略佈局光通信領域,拓展新的業務增長點。隨着公司觸控顯示模組開拓韓系大客户,以及在LED顯示器件領域加快推進與國際客户的合作,我們認為,產品結構有望得到進一步優化,拉動產能稼動率,盈利能力也將提升。維持“買入”評級。
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