高盛：PCB单机价值量飙升，胜宏科技未被市场充分定价

同花顺09-03 17:36

9月3日，高盛（GS）（GS.US）最新研报维持胜宏科技（HK2476）（300476.SZ）买入评级，目标价550元，基于2027年26.3倍PE，隐含136%上行空间。AI服务器对PCB的技术要求极高，客户更关注的是能不能做出来，量率够不够高，而不是是便宜几块钱，这个定价权是传统PCB厂商不具备的，也是胜宏科技（HK2476）在AI PCB赛道上的核心壁垒之一。高盛（GS）认为，只要技术领先...

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