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港股异动 | 中芯国际涨逾4% 获大行看好
格隆汇 09-05 15:47
格隆汇9月5日丨中芯国际(0981.HK)现报9.18港元,涨4.2%,暂成交3.82亿港元,最新总市值463.763亿港元。大摩最新发报告指,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于台湾的代工供应链,例如台积电及稳懋半导体。由于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”。将ASM太平洋评级升至“增持”,目标价上调至105港元;将中芯国际评级由“减持”上调至“与大市同步”,目标价由7.5港元升至8.9港元。此外,高盛亦予中芯“买入”评级,目标价11.5港元。称相信中芯来自本地顾客的收入会于未来数年提升,因内地客户正追求供应链的稳定、IC设计增加等。同板块的ASM太平洋现涨逾8%,华虹半导体涨逾4%,
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