【大摩上调上海复旦目标价10% 维持“与大市同步”】金十数据12月11日讯，摩根士丹利发报告指，上调上海复旦(01385.HK)目标价10.2%，从11.8港元升至13港元，主要原因是2026年盈利预测调高，维持“与大市同步”评级。大摩下调对上海复旦2024和2025年每股盈利预测14%和8%，主要原因是现场可编程门阵列（FPGA）配件及记忆体市场恢复缓慢，不过上调2026年每股盈利预测7%，主要受惠于1xnmFPGA器件可以在2026年有更多用户，公司正将CPU+FPGA+AI样品产品展现给客户。对该公司的基本假设认为，FPGA将在2025年收入将占13%，经营利润率将在2024—2026年达到16%，主要原因是研发更高。
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