高盛:升中芯(0981.HK)目標價至16.3港元 料受惠14納米產品需求
高盛近日發表報告表示,對半導體行業持建設性看法,特別是晶圓代工方面,相信中芯國際(00981.HK)可受惠內地客户及14nm需求,藉其於成熟技術應用(mature node及先進技術應用(advanced nodes)錄增長趨勢,從成熟技術應用上,可受惠圖像傳感器(CMOS Image Sensor, CIS)、NOR flash(閃存芯片)、藍芽集成電路等推動。
該行表示,上調對中芯國際目標價,由14.5港元升至16.3港元,相當預測市盈率37倍,重申對其“買入”投資評級,調高對公司2020年及2021年收入預測各1%及2%,料受惠於12nm及14nm需求。
高盛表示,調高對中芯國際2020年每股盈利預測,由0.04美元升至0.05美元,並上調對公司2021年每股盈利預測,由0.06美元升至0.07美元。

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