国泰海通：首次覆盖天数智芯(09903)予“增持”评级目标价588.16港元

智通财经06-04

智通财经APP获悉，国泰海通发布研报称，首次覆盖天数智芯(09903)予“增持”评级。该行称，公司是国内领先的通用GPU产品及AI算力解决方案提供商，业务聚焦AI训练GPU、AI推理GPU、AI算力服务器/集群及配套软件生态。预计公司2026至28年各年收入分别为25.78亿、50.02亿及83.23亿元人民币。按照市销率(PS)估值，给予公司2026年50倍PS，对应目标市值1,289亿元人民币...

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国泰海通：首次覆盖天数智芯(09903)予“增持”评级 目标价588.16港元

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国泰海通：首次覆盖天数智芯(09903)予“增持”评级目标价588.16港元