量化 大師公
04-20
4月底A股一季报披露,华勤一季度历来是淡季,但今年AI服务器订单饱满,数据中心业务有望延续高增长。如果Q1营收增速能保持在30%以上,市场会重新评估全年2000亿指引的可行性。叠加港股上市带来的国际资本关注,二季度可能是A股估值修复的主升浪
$华勤技术(603296)$
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