【10/26券商評等報告彙整】緯穎(6669) 今日有2家券商發布績效評等報告皆評等為看多，目標價區間為2,000～2,470元。

緯穎(6669)今日有2家券商發布績效評等報告皆評等為看多，目標價區間為2,000～2,470元。
預估 2023年度營收約2,419.32億～2,419.32億元間、EPS落在63.54～70.29元間。

值得注意的是，瑞銀證券評等由中立轉向看多，認為：『We upgrade our rating on Wiwynn to Buy from Neutral and lift our PT to NT$2,000 (18x 2025E EPS) from NT$1,100. Our positive stance is based on: 1) Bottoming-out sales as a near-term catalyst: we think Wiwynn's YoY sales growth is bottoming out in Q323 (- 34% YoY, -6% QoQ) and project 2024 sales/EPS will grow 41%/39% YoY after a 17%/22% YoY decline in 2023, driven by a recovery in Meta's general servers and AI server project ramp. 2) Contributions from servers on ASIC and likely Nvidia's generative (gen) AI GPUs may be more pronounced (~20%) in 2024: we believe Wiwynn is a key supplier to AWS's ASIC servers and is likely to win gen AI servers on Nvidia's GPUs in 2024 from a low base via collaboration with its group company. 3) Undemanding valuation: Wiwynn is trading at 19x 2024E EPS vs. a historical band of 6-23x. Its recent share price pullback reflected the market's cooling from over-excitement about upside from Middle East projects but did not factor in upside from AI servers on ASIC and potential Nvidia projects.』。

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