緯創(3231)今日僅美林證券發布績效評等報告，評價為看多，目標價為145元。
預估 2023年度營收約8,670.74億元、EPS約3.96元；預估2024年度營約9,694.17億元、EPS約6.56元。

值得注意的是，美林證券評等由中立轉向看多，認為：『We lower 2023E earnings by 1% but lift both 2024/25E earnings by 7% each, mainly to reflect the 4Q23 preliminary result and further margin expansion in 2024-25. Margin drivers include Wiwynn’s stronger profitability, Wistron’s ongoing GPU baseboard project ramp-ups, and less operational burden after selling India facilities. We raise PO to NT$145 (17.5x 2H24-1H25E EPS) from NT$130 with valuation unchanged. Reiterate Buy on rising server mix, a major share in AI server GPU baseboard with ongoing AI product/project ramp in 2024-25, improving margin.』。

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