金吾财讯 | 摩根士丹利发研报指，下调对上海复旦(01385)2024和2025年每股盈利预测14%和8%，以反映现场可编程门阵列(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1xnm FPGA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。该行对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。该行将公司目标价从11.8港元上调10.2%至13港元，反映2026年盈利预测调高，维持“与大市同步”评级。
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