英飞凌：AI 电源的关键支撑；汽车市场企稳，2027 年或有潜在上行空间；上调至买入评级，目标价升至 48 欧元
2026-03-26 13:20
J P M O R G A N 更多资料加入知识星球：水木调研纪要 关注公众号：水木纪要 Europe Equity Research 20 March 2026 ▲Price Target (Dec-27):€48.00 Prior (Jun-27):€40.00 European Tech Hardware & Payments Infineon Technologies Key beneficiary of AI power. Auto market stabilizing with potential upside into 027. U/G to OW, raising PT to €48 Infineon is a key beneficiary of AI power demand with its content in AI power likely to increase in end FY26/early FY27 due to the shift to new power architecture and higher penetration of vertical power. The ...