奈飞:海外信息科技评级:增持

国泰君安
03 Feb

盈利预测与投资建议:我们调整奈飞 FY2025E/2026E/2027E 营业收入为444.96/511.90/574.70 亿美元( FY2025E/2026E 前值为430.34/471.29 亿美元),对应净利润为108.94/134.88/162.62 亿美元(FY2025E/2026E 前值为92.76/111.37 亿美元),对应PE 为38X\31X\26X。给予25 年45xPE,...

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