share_log

国海证券4月20日发布研报称，给予浪潮信息（000977.SZ）买入评级。评级理由主要包括：1）2023Q4业绩增速84%，2024年毛利率有望同比回升；2）2023Q4公司毛利率显著提升，或主要系供货策略、产品价格、成本等因素导致；3）行业需求：预计2024年AI算力景气提升、通用算力回暖；4）公司布局：核心竞争力稳固，产品矩阵扩容，多元算力布局；5）服务器核心竞争力显著，不断丰富产品矩阵；6）多元化布局，强化供应链安全。（每日经济新闻）

Guohai Securities released a research report on April 20 stating that it gave Inspur Information (000977.SZ) a purchase rating. The main reasons for the rating include: 1) 2023Q4 performance growth rate of 84%, and gross margin is expected to rebound year

Zhitong Finance ·  Apr 21 18:56
Guohai Securities released a research report on April 20 stating that it gave Inspur Information (000977.SZ) a purchase rating. The main reasons for the rating include: 1) 2023Q4 performance growth rate of 84%, and gross margin is expected to rebound year on year in 2024; 2) gross margin of 2023Q4 companies will increase significantly, or mainly due to factors such as supply strategy, product price, cost, etc.; 3) Industry demand: AI computing power boom is expected to rise in 2024 and general computing power will pick up; 4) Company layout: stable core competitiveness, product matrix expansion, diversified computing power layout; 5) diversified layout to enhance supply chain security. (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