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HoChangWei HoChangWei
's comment on
AEMULUS
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HoChangWei HoChangWei
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🚀 *Aemulus (0181) – AI浪潮下值得关注的半导体股*
💰 *RHB目标价:RM0.56*(较现价仍有上升空间)
🔥 AI服务器、GPU、HBM及网络晶片需求持续增长,带动半导体测试设备需求大增。
✅ AI + 汽车订单持续流入
✅ 最新公布订单:🚗RM1,800万 + 🤖RM800万
✅ 近期亦陆续斩获多项小型订单
✅ 截至7月初,订单簿达 RM1.04亿,未包括最新RM2,600万订单,订单能见度持续提升。
📈 公司有望受惠AI测试设备周期,营收增长预计快于成本增长,推动业绩重返盈利。目前估值仅约 *10.6倍 FY27预估本益比*,具重估潜力。
💡 *随着AI投资持续升温,Aemulus有望成为本地AI半导体供应链的受惠者之一,值得投资者持续关注。*
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Tok Tiong
by QT... hehe
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