本报告导读:营收创新高,净利润同比翻一倍,所有主营业务营收同比双位数增长,AI PC 及AI服务器推动公司增长加速。投资要点:盈利预测与投 资建议:公司营收创新高,所有主营业务营收同比双位数增长,人工智能将推动公司增长加速。看好AIPC 后续发展及AI 服务器的强劲需求,我们调高FY2025E-FY2027E 营收为675/746/767 亿美元(FY2025E-FY2027E 前值为622/...
Source LinkDisclaimer: Investing carries risk. This is not financial advice. The above content should not be regarded as an offer, recommendation, or solicitation on acquiring or disposing of any financial products, any associated discussions, comments, or posts by author or other users should not be considered as such either. It is solely for general information purpose only, which does not consider your own investment objectives, financial situations or needs. TTM assumes no responsibility or warranty for the accuracy and completeness of the information, investors should do their own research and may seek professional advice before investing.