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信达证券4月26日发布研报称,给予欧陆通(300870.SZ)买入评级。评级理由主要包括:1)23年业绩符合预期,24Q1开始加速,AI服务器电源或成为业绩主动驱动力;2)紧抓AI服务器发展机遇,欧陆通有望充分受益;3)研发体系完善,有望进入收获期。(每日经济新闻)

Cinda Securities released a research report on April 26 stating that it gave Eurocom (300870.SZ) a purchase rating. The main reasons for the rating include: 1) the 23-year performance is in line with expectations, and the AI server power supply may become

Zhitong Finance ·  Apr 26 15:22
Cinda Securities released a research report on April 26 stating that it gave Eurocom (300870.SZ) a purchase rating. The main reasons for the rating include: 1) the 23-year performance is in line with expectations, and the AI server power supply may become an active driving force for performance; 2) seizing AI server development opportunities, Continental Connect is expected to fully benefit; 3) the R&D system is improved, which is expected to enter the harvest period. (Mainichi Keizai Shimbun)

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