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西南证券4月24日发布研报称,给予新易盛(300502.SZ)买入评级。评级理由主要包括:1)24Q1业绩高增,业绩逐步释放;2)费用端控制良好,研发能力持续提升;3)AI浪潮催化显著,看好800G/LPO/硅光带来的业绩增量。(每日经济新闻)

Southwest Securities released a research report on April 24 stating that it gave Xinyisheng (300502.SZ) a purchase rating. The main reasons for the rating include: 1) the high increase in 24Q1 performance and the gradual release of performance; 2) good co

Zhitong Finance ·  Apr 24 09:13
Southwest Securities released a research report on April 24 stating that it gave Xinyisheng (300502.SZ) a purchase rating. The main reasons for the rating include: 1) the high increase in 24Q1 performance and the gradual release of performance; 2) good cost side control and continuous improvement in R&D capabilities; 3) the AI wave has catalyzed remarkable results, and is optimistic about the increase in performance brought about by 800G/LPO/silicon light. (Mainichi Keizai Shimbun)

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