《大行》摩通降时代电气(03898.HK)目标价至47元重点转回铁路设备

阿斯达克财经04-23

摩根大通发表报告指出，市场关注时代电气(03898.HK) 近来将重点由IGBT/半导体业务转回至铁路设备/零件，主要由于全球IGBT企业在终端需求疲弱及供应过剩下强调降价风险。

该行维持对时代电气的“增持”评级，看好公司铁路设备方面的上升潜力，因疫后铁路乘客需求的强劲增长，以及受惠于政策措施。至于IGBT/半导体业务方面，该行认为公司垂直整合业务模式，有助于降低供应过剩的风险。对其目标价由57元下调至47元。(jl/k)(港股报价延迟最少十五分钟。沽空资料截至 2024-04-22 16:25。)

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《大行》摩通降时代电气(03898.HK)目标价至47元 重点转回铁路设备

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《大行》摩通降时代电气(03898.HK)目标价至47元重点转回铁路设备