Hanjun's Valuation Surges: Up by Over 60% Possible? Insights and Logic Behind the $500 Billion Jump

Goldman Sachs maintains a target price of 2104 yuan, optimistic about Hanjun's defense capabilities, AI ecosystem expansion, and local substitution opportunities. However, the company still faces challenges of customer concentration, high valuation, and supply chain risks. Recently, 21st Century Business Herald reporter Leichen revealed Hanjun's third-quarter report: seasonal revenue of 1.727 billion yuan, a 1332.52% YoY increase, and a net profit of 566 million yuan, a 390.23% YoY growth. Through their report, Goldman Sachs remains bullish on Hanjun's future prospects, highlighting their continuous construction of the AI ecosystem and maintaining its target price from early September, implying a market value…