share_log

天风证券4月21日发布研报称,给予润泽科技(300442.SZ)买入评级。评级理由主要包括:1)算力2023Q4已显现利润增量贡献,AIDC元年收入超10亿;2)国内AI持续有进展,应用层出不穷有望带来AIDC持续性需求;3)利润率小幅下降,期待新机柜上架爬坡后回升;4)持续前瞻布局,液冷+AIDC赋能未来发展;5)稳定分红回报股东。(每日经济新闻)

Tianfeng Securities released a research report on April 21 stating that it gave Runze Technology (300442.SZ) a purchase rating. The main reasons for the rating include: 1) computing power has shown incremental profit contributions in 2023Q4, with AIDC's a

Zhitong Finance ·  Apr 21 09:37
Tianfeng Securities released a research report on April 21 stating that it gave Runze Technology (300442.SZ) a purchase rating. The main reasons for the rating include: 1) computing power has shown incremental profit contributions in 2023Q4, with AIDC's annual revenue exceeding 1 billion; 2) domestic AI continues to advance, and endless applications are expected to bring about continued demand for AIDC; 3) profit margins decline slightly, expecting a recovery after new cabinets are launched; 4) continuous forward-looking layout, liquid cooling+AIDC empowers future development; 5) stable dividend returns to shareholders. (Mainichi Keizai Shimbun)

The translation is provided by third-party software.


The above content is for informational or educational purposes only and does not constitute any investment advice related to Futu. Although we strive to ensure the truthfulness, accuracy, and originality of all such content, we cannot guarantee it.
    Write a comment