研报掘金丨开源证券：维持紫光股份“买入”评级，AI交换机和服务器双轮驱动

格隆汇07-14

开源证券研报指出，紫光股份业绩超预期，AI交换机和服务器双轮驱动。公司发布2026年上半年业绩预告，随着ICT市场在AI算力需求的驱动下快速增长，公司持续深耕行业市场并专注产品研发和技术创新，有望持续受益于国产算力和超节点带来的市场机遇。2026年上半年，公司营业收入实现快速增长且毛利水平持续提升，对子公司新华三的持股比例提升进一步增厚了公司归母净利润，上调2026-2028年盈利预测，预计...

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