国联民生上调蓝思科技评级

同花顺iNews01-04

2026年1月4日，国联民生发布研报，上调蓝思科技评级，评级由“增持”调整为“推荐”。本次评级报告研究员为方竞。该研报摘要表示：投资建议：蓝思科技通过此次并购有望提升在AI算力硬件方案的核心竞争力，为加速向全球AI硬件创新平台转型增添强劲动力。我们预计公司25-27年营收分别为850.67/1028.95/1192.23亿元，归母净利润分别为49.08/63.02/73.85亿元，对应当前股价PE...

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