AI液冷泵及人形机器人供应链
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花旗:降德昌电机控股(00179)目标价至32港元 第三财季业绩略逊预期
智通财经网· 2026-01-23 07:06
Core Viewpoint - Citigroup's report indicates that the performance of Delta Electronics Holdings (00179) for the third quarter of fiscal year 2026 slightly missed expectations due to recent increases in copper costs [1] Financial Performance - Citigroup has revised its earnings forecast for Delta Electronics Holdings downward by approximately 5% for the fiscal years 2026 to 2028 [1] - The target price for the company's stock has been adjusted from HKD 33 to HKD 32, maintaining a "Neutral" rating [1] Market Outlook - The company is expected to face short-term pressure on its stock price due to the underperformance in earnings [1] - Citigroup believes that the company's involvement in the AI liquid cooling pump and humanoid robot supply chain industries is overvalued, with these segments projected to contribute only 1% and 3% to sales, and 2% and 6% to gross profit for fiscal years 2026 and 2027, respectively [1]