花旗近日发布研究报告，重申对澜起科技（06809）的“买入”评级，并将其目标价从305港元上调至425港元。该机构认为，澜起科技是中国半导体领域中表现最佳的AI基础设施标的之一。
报告指出，澜起科技在2026年第二季度的收入和净利润均创下历史新高，显示出其基本面的稳健性。尽管该季度的毛利率略低于市场预期，但花旗预计，随着收入增长加速，公司在2026至2028年间的盈利将实现更强劲的扩张。
基于对盈利预测的上调以及估值基准的滚动更新，花旗将澜起科技的目标价由原先的305港元大幅提升至425港元。该行强调，澜起科技作为AI及中国国产替代进程中的关键受益者，当前估值水平并不算昂贵，具备进一步增长的空间。
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