野村：给予长鑫科技116元目标价，对应市值7.76万亿元

格隆汇07-27

野村证券启动对长鑫科技(688825.SH)的覆盖，给予116元目标价，基于2028年预期每股收益(EPS)为5.8元，给予20倍的目标市盈率(P/E)。该估值为美光估值的两倍，主要考虑到长鑫存储的市场份额增长以及中国市场的估值溢价。这意味着长鑫科技股价较IPO价格上涨约13.4 倍，对应市值约7.76万亿元人民币。

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