山西证券给予移远通信增持评级，Q3收入环比增长加速，边缘端侧AI有望抢占先机

每日经济新闻11-06

山西证券11月06日发布研报称，给予移远通信（603236.SH，最新价：52.29元）增持评级。评级理由主要包括：1）市场复苏叠加精细化管理双轮驱动；2）物联网端侧AI有望迎来爆点，公司智能模组+ODM双重发力。风险提示：市场竞争激烈导致毛利率下滑风险，外汇波动风险，海外科技贸易摩擦风险导致车载等业务收缩风险，ODM业务发展不及预期风险。AI点评：移远通信近一个月获得4份券商研报关注，买入2家，...

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