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开源证券给予华勤技术买入评级,公司首次覆盖报告:3+N+3平台型ODM巨头,拥抱AI开启新一轮成长周期

Group 1 - The core viewpoint of the article is that Huqin Technology (603296.SH) is rated as a "buy" by Open Source Securities due to its strong positioning in the ODM market and its ability to leverage AI technology for growth [2] - Huqin Technology is identified as a leading ODM player benefiting from the ongoing technological transformation characterized by the 3+N+3 platform model [2] - The company is expected to capitalize on the AI computing power trend, which is driving investment cycles in the CSP sector, showcasing its full-stack capabilities in response to market demands [2] Group 2 - The report highlights the growth potential in AI terminals, with Huqin Technology positioned to take advantage of trends in AIoT, automotive, and robotics sectors [2] - Financial summaries and valuation metrics are provided to support the investment thesis, although specific figures are not detailed in the excerpt [2]