中银证券给予海光信息买入评级 1H24业绩稳健增长 CPU+DCU持续筑基算力底座

每日经济新闻07-15

中银证券07月15日发布研报称，给予海光信息（688041.SH，最新价：72元）买入评级。评级理由主要包括：1）公司24H1继续稳健增长，根据业绩预告推算24Q2环比经营亦在改善，利润端环比增长更为显著；2）国产CPU应用场景日趋广泛，DCU持续拥抱AI赛道；3）“销售一代、验证一代、研发一代”策略稳步迈进，助力中国算力从跟跑、并跑向领跑跨越。风险提示：AI需求不及预期风险、供应链制裁的风险、...

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