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《大行报告》大摩升ASM(00522.HK)评级至「增持」 上调中芯(00981.HK)评级至「与大市同步」
阿思达克 09-05 15:07

摩根士丹利发表报告指,中美贸易关系持续紧张,使内地芯片设计公司进行更多设计工作,但目前芯片制造仍然主要依赖於台湾的代工供应链,例如台积电及稳懋半导体。由於大中华集成电路的设计、代工及设备供应商有更好的基础面,该行将对行业的看法由「审慎」上调至「与大市相符」(In-Line)。

该行上调ASM太平洋(00522.HK)股份评级,由「与大市同步」升至「增持」,目标价由85元上调至105元;中芯国际(00981.HK)股份评级则由「减持」上调至「与大市同步」,目标价由7.5元升至8.9元。

大摩认为,宏观风险可能损害行业明年需求,导致复苏周期延迟。预期华为芯片供应链的订单可能有20%至30%的削减,因缺乏谷歌手机服务将影响其海外智能手机需求。

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