里昂：重申蓝思科技(06613)“跑赢大市”评级料收购元拾科技可打入英伟达(NVDA.US)供应链

智通财经网2025-12-12

智通财经APP获悉，里昂发布研报称，蓝思科技(06613)宣布拟收购从事服务器机柜及其结构件、服务器液冷模块的生产及销售等业务的元拾科技逾95%股权，后者为英伟达(NVDA.US)供应商。该行预期交易可于明年完成，届时将有助蓝思科技打入英伟达AI服务器供应链，并推动其AI服务器业务规模快速增长，因此重申“跑赢大市”评级，目标价维持38港元不变。里昂目前估算，因今次收购，蓝思科技明年将新增8亿至10...

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里昂：重申蓝思科技(06613)“跑赢大市”评级 料收购元拾科技可打入英伟达(NVDA.US)供应链

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里昂：重申蓝思科技(06613)“跑赢大市”评级料收购元拾科技可打入英伟达(NVDA.US)供应链