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摩根士丹利对[股票名称]的价格目标与风险回报分析(截至2026–2028年)
摩根士丹利对[股票名称]的价格目标与风险回报分析(截至2026–2028年)
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摩根士丹利:大中华半导体行业:芯片测试赛道隐形冠军:首次覆盖鸿劲精密、MPI、颖崴并给予增持评级-260416(英文版)(126页).pdf
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速腾聚创再度入选摩根士丹利"全球人形机器人产业链百强”
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产业链
2026-06-09
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摩根士丹利2005年以来ROE及杠杆水平
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行业数据
2026-04-28
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摩根士丹利机构业务收入构成(亿美元)
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行业数据
2026-04-28
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摩根士丹利业务结构(亿美元)
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行业数据
2026-04-28
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WinWay:摩根士丹利研究与彭博共识对2026–2028年财务预测对比(新台币百万)
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行业数据
2026-04-22
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摩根士丹利估计与市场共识的比较(2026财年12月预估)
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行业数据
2026-04-22
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中国海关与摩根士丹利研究:2021–2025年高低压开关设备及变压器出口价值增长趋势
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行业数据
2026-04-22
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摩根士丹利估计与共识:2026年第二季度及上半年财务指标(百万欧元)
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行业数据
2026-04-22
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图2:摩根士丹利干货车ONLY货运指数(2015–2025年)
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行业数据
2026-04-22
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台积电2026年情景分析:收入、毛利率、资本开支及股价影响预测(摩根士丹利研究)
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行业数据
2026-04-22
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图表96:洪精密2026–2028年销售、毛利润、营业收入、税前收入、净收入、每股收益及毛利率、OPM预测与摩根士丹利共识比较(单位:新台币百万)
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行业数据
2026-04-22
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摩根士丹利对2026财年及2026年第一季度财务表现的估计与共识对比
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行业数据
2026-04-22
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摩根士丹利研究:2024–2028年财务摘要(新台币百万元)
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行业数据
2026-04-22
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摩根士丹利估计与共识对比(2026财年Q1及全年预测)
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行业数据
2026-04-22
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最新数据
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2026-07-30
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2026-07-30
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全球益生菌膳食补充剂市场规模及增速
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全球拥有AKK专利菌株的核心企业
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2026-07-30
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风险回报-荣创精密 (7769.TW) 我们对该股票的评级为增持,因为它在AI/HP %),直接受益于结构性上升的测试强度和更长 的测试时间,并且结构性地 positioned to ben efit from rising test intensity per chip. 一个关键差异化因素。我们估计 Hon 处于 通过规格升级推动15-20%+的ASP增长, 从而实现收入增长的同时扩大利润率. 新的测试阶段正在扩大市场规模,包括 CPO、微通道盖和WMCM,提供增量收 新台币8,000.00 新台币5,000.00 新台币2,500.00 (包括NVIDIA,AMD和联发科)应该会 ,由于三温区ATC+处理器的采用超出预期, ,由于三温区ATC+处理器的采用低于预期,同 大幅提高测试的内容价值,要求更长的测 份额增长势头,以及更多的市场份额增长; 增长势头,以及在CPO开发中没有项目获胜;2 试时间和更多的测试程序,例如在其过程 )CPO引入速度低于预期;3)客户的议价能力 中添加SLT。结合CPO市场上出现的乘数效 2)CPO引I入速度超出预期;3)由于规模 导致毛利率下降至40%以下;4)2025-28年净 应,我们预计这些驱动因素将帮助宏精密 效应和公司技术竞争力,毛利率提高至70 利润年均增长率30%. 在2025-28年的收入年均增长率达到61%。 %以上;4)2025-28年净利润年均增长率 我们预计将看到经营杠杆,2025-28年净利 润年均增长率为65%。
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摩根士丹利:大中华半导体行业:芯片测试赛道隐形冠军:首次覆盖鸿劲精密、MPI、颖崴并给予增持评级-260416(英文版)(126页).pdf
Morgan Stanley RESEARCH: Semiconductor Company Valuations and Analyst Coverage
Greater China Technology Semiconductors Industry Coverage: Company Ratings and Prices as of 04/16/2026
Other Material Investment Services Coverage Universe: Stock Rating Distribution by Category
Total Traditional Packaging and Test TAM (2023–2029E)
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