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海光信息获中国银河买入评级,CPU+DCU双核驱动,国产“信创+算力”芯动力

JRJ Finance ·  Aug 18 09:57  · Ratings

8月18日,海光信息获中国银河买入评级,近一个月海光信息获得9份研报关注。

研报预计2024-2026年公司归母净利润分别为17.71/24.42/32.81亿元,同比分别增长40.18%/37.89%/34.37%。研报认为,公司是国产高端处理器领军企业,在CPU和DCU芯片技术领域处于国内领先地位,“信创+算力”国产化渗透率持续提升,有望打开成长空间。

风险提示:技术研发进度不及预期风险;AI发展不及预期风险;政策推进不及预期风险;下游企业需求不及预期风险:行业竞争加剧风险。

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