《大行報告》高盛上調中興(00763.HK)目標價至27.8元 料次季純利按年升4%
高盛發表報告指,預期中興(00763.HK)第二季收入按年增長5%至336億元人民幣,純利料按年增4%至24億元人民幣。該行料集團第二季度毛利率為39%。該行表示,會關注次季業績中的伺服器增長前景及集團GPU伺服器推出的時間,因公司早前表示,將在今年推出相關產品。該行相信,這將幫助集團抓住人工智能需求不斷增長的機會。
該行表示,考慮到集團2024至2025年企業收入的增長,將期內的收入預測上調1%至2%,又將2023至2025年的淨利潤預測上調4%至5%。該行將其目標價由24.5元上調至27.8元,評級「中性」。
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