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国信证券4月26日发布研报称,给予长电科技(600584.SH)买入评级。评级理由主要包括:1)2023年业绩因全球需求疲软承压,汽车电子业务实现同比增长68%;2)设汽车电子公司和收购晟碟,加速布局汽车电子和存储芯片;3)面向AI时代高性能计算需求,布局高密度多维异构集成。(每日经济新闻)

Guoxin Securities released a research report on April 26 stating that it gave Changdian Technology (600584.SH) a purchase rating. The main reasons for the rating include: 1) the 2023 performance was pressured by weak global demand, and the automotive elec

Zhitong Finance ·  Apr 26 08:35
Guoxin Securities released a research report on April 26 stating that it gave Changdian Technology (600584.SH) a purchase rating. The main reasons for the rating include: 1) the 2023 performance was pressured by weak global demand, and the automotive electronics business achieved a 68% year-on-year increase; 2) the establishment of an automotive electronics company and the acquisition of Shengdi to accelerate the layout of automotive electronics and memory chips; 3) the layout of high-density multi-dimensional heterogeneous integration for high-performance computing needs in the AI era. (Mainichi Keizai Shimbun)

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