Core Viewpoint - The article highlights the positive outlook for Gaweida, a leading financial information solution provider in China, with a "buy" rating due to its strong client base and growth potential in the AI-driven financial sector [1] Company Overview - Gaweida has established a solid customer base primarily in the banking sector, extending its services to insurance and securities [1] - The company is actively collaborating with Ant Group to explore financial AI applications, particularly in bank credit scenarios, aiming to create a second growth curve and enhance overall gross margin [1] Financial Projections - The company is expected to experience significant net profit growth due to its low marginal costs and pronounced profit effects as a software company [1] - Projected price-to-earnings (PE) ratios for 2025, 2026, and 2027 are estimated at 215, 32, and 23 times, respectively [1] - A target price of 51.5 yuan for 2026 is established based on price-to-sales (PS) valuation method, supporting the "buy" rating [1]
高伟达:AI带动需求,2026年目标价51.5元