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高盛:科技股看好中芯(0981.HK) 升目標價至14.5港元
格隆匯 01-02 11:48

高盛發表研究報告,本港科技股中推介中芯(00981.HK)多於瑞聲(02018.HK),前者評級“買入”,目標價由12.8港元上調至14.5港元,後者評級“沽售”,目標價35港元。

該行指,半導體行業的表現勝於手機組件,CMOS影像感應元件、NOR快閃記憶體及藍牙集成電路的需求強勁,令中芯產能利用率提升並受惠,預料其每股盈利增長強勁,今明年將可分別各增129%及36%。

反觀市場對瑞聲新業務(鏡頭模組及真無線身歷聲組裝)的收入前景可能過於樂觀,相關行業門檻低,競爭激烈,可能拖累公司產品均價及市場佔有率,且資本支出壓力或影響集團現金流。觀,相關行業門檻低,競爭激烈,可能拖累公司產品均價及市場佔有率,且資本支出壓力或影響集團現金流。

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