《大行》高盛升华虹(01347.HK)及中芯(00981.HK)目标价对中国晶圆厂长期机遇持正面看法

阿斯达克财经10-07

高盛发表研究报告指，料内地晶圆企业会因为对国产半导体制造的需求上升而受惠，推动长期收入扩张，惟利润仍因为定价及产能扩充带来的折旧负担而受压。该行指，内地晶圆厂为了抓紧本地需求上升而按计划扩张产能，对长期机遇持正面看法。该行维持对华虹(01347.HK) 评级“买入”，目标价由27.3元升至31.3元，微调其今年至2029年的盈利预测，由下调跌5%至上调1%，主要因为受本地对成熟节点半导体的需求上升...

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《大行》高盛升华虹(01347.HK)及中芯(00981.HK)目标价 对中国晶圆厂长期机遇持正面看法

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《大行》高盛升华虹(01347.HK)及中芯(00981.HK)目标价对中国晶圆厂长期机遇持正面看法