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中国长城获太平洋买入评级,预测2023年EPS为0.03

JRJ Finance ·  Nov 7, 2023 10:32

11月7日,中国长城获太平洋买入评级,近一个月中国长城获得5份研报关注。

研报预计2023-2025年公司EPS分别为0.03/0.08/0.09。研报认为,公司作为我国自主计算产业的国家队,同时也是国产CPU核心企业飞腾的重要股东,有望受益于信创的加速推进。考虑到目前信创的推进节奏和公司三季报情况,下调盈利预测。

风险提示:信创推进不及预期,产品研发不及预期,行业竞争加剧。

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