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港股異動 | 港股市場半導體板塊普漲 華虹半導體(1347.HK)大漲逾14%領漲
格隆匯 01-13 16:06
格隆匯1月13日丨港股市場半導體板塊普漲,華虹半導體(1347.HK)大漲近17%領漲,晶門科技漲逾8%,中芯國際漲逾5%。個股方面,華虹集團總工程師趙宇航日前表示,集團14納米FinFET工藝全線貫通,SRAM良率超過25%,2020年將快速推進。中芯國際的芯片工廠第一代14納米FinFET工藝於2019年第三季度已成功量產,這也是我國首條14納米生產線。板塊方面,方正證券最新發報告稱,半導體需求拐點向上,該行判斷華虹半導體作為國產特色工藝代工龍頭,受益於行業增長,隨着無錫廠擴產,2020年將是華虹的拐點之年,給予“強烈推薦”評級。此外,高盛亦對半導體行業持建設性看法,特別是晶圓代工方面,相信中芯國際可受惠內地客户及14nm需求,上調中芯國際目標價至16.3港元,重申“買入”評級。
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