【券商聚焦】高盛重申中芯国际(00981)买入评级目标价37.6港元

凤凰网港股2021-12-03

凤凰网港股|高盛发研报指，捷捷微电(300623)发公告，指公司与绍兴中芯集成电路制造股份有限公司（中芯国际占有19.6的股份）签订战略合框架作协议，在中低压SGT MOSFET、高压IGBT与SJ MOSFET晶圆及IPM、PM等封装领域展开全面战略合作。

高盛称，这与该行对中芯国际和中国半导体行业的积极看法相一致，因为其显示了当地客户对IGBT和MOSFET的强劲需求。这也意味着到2022年，半导体产能依然保持紧张，这与该行近期对铸造厂和半导体企业调研结果相一致。

鉴于成熟节点的强劲需求、有利组合的利润率改善以及当地设计公司客户的需求不断增长，高盛重申中芯国际(00981)买入评级，目标价37.6港元。

免责声明：本文观点仅代表作者个人观点，不构成本平台的投资建议，本平台不对文章信息准确性、完整性和及时性做出任何保证，亦不对因使用或信赖文章信息引发的任何损失承担责任。

精彩评论

北纬1度线
2021-12-05
北纬1度线
忽悠忽悠
Sam Ang
2021-12-03
Sam Ang
阅
十八顺
2021-12-03
十八顺
很多专家都说了买入评价，有些还到40以上。也没见涨啊[愤怒] [愤怒]
八月份的尾巴
2021-12-03
八月份的尾巴
买入评级得拦腰斩
北纬1度线
2021-12-03
北纬1度线
托托[财迷]

发表看法

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【券商聚焦】高盛重申中芯国际(00981)买入评级 目标价37.6港元

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【券商聚焦】高盛重申中芯国际(00981)买入评级目标价37.6港元