[新聞] 技嘉強攻AI伺服器報佳音 外資喊買目標價喊上4字頭
原文標題:
技嘉強攻AI伺服器報佳音 外資喊買目標價喊上4字頭
原文連結:
https://reurl.cc/XGGnWe
發布時間:
2024.05.17 10:34
記者署名:
翁毓嵐 李正傑
原文內容:
技嘉(2376)第一季合併營收在AI伺服器出貨帶動下,以551.64億元創單季新高,每股稅後
純益(EPS)以3.18元來到近八季新高,以及同期的歷史第三高。外資出具最新報告,給予
「買進」評等,目標價410元。技嘉今(17)日股價開高,早盤漲幅維持在2%以上。
技嘉首季毛利率小幅季增至11.3%,營益率則來到近七個季度高點、達5.58%,雖有業外虧
損3.38億元帶來小亂流,惟其稅後純益仍以季增50%、年增97.5%的強勁成長力道,勁揚至
達20.24億元,為2022年第二季來的單季高點,亦大幅優於疫情前各季度表現。
針對外界關注的AI伺服器部分,看好整體市場需求仍佳,技嘉持續維持樂觀看法。繼於去年
伺服器業務以超標雙位數的年增幅大躍進後,技嘉內部訂下今年續拚雙位數成長目標未變。
技嘉總經理李宜泰強調,輝達GB200及B100等新品皆已取得客戶專案、並持續進行測試,不
論DLC(直接液冷)或浸沒式解決方案,技嘉已做好準備,只要輝達發貨,第一時間就能量
產,屆時將對技嘉整體營收與獲利挹注更大貢獻。
技嘉預期,今年在AI伺服器產品線的出貨主力,仍將以輝達的H100系列,及預計第二季後陸
續出貨的H200為大宗,至於採用輝達下一世代Blackwell平台的新品、如GB200及B100等新架
構之AI伺服器,技嘉也會在第一時間跟上,並預計年底將有少量出貨,不過放量時程仍估落
在明年。
心得/評論:
受益於AI伺服器出貨帶動
技嘉單季營收創新高
之後還有輝達GB200加持
跟廣達一樣甜甜價
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