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港股異動 | 中芯國際漲逾4% 今日將發財報 機構看好
格隆匯 02-13 09:50
格隆匯2月13日丨中芯國際(0981.HK)現報16.96港元,漲4.56%,暫成交3.2億港元,最新總市值864億港元。據悉,中芯國際今日將發財報,興業證券日前發研報指,公司成熟製程需求提升及先進製程的開發,均優於此前市場預期,判斷其行業份額與技術有望持續提升,預測公司2019/20/21年每股淨資產為1.24/1.27/1.31美元,按2020年1.9倍PB估值,上調目標價至18.74港元,維持“審慎增持”評級。高盛亦曾表示對半導體行業持建設性看法,特別是晶圓代工方面,相信中芯國際可受惠內地客户及14nm需求。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,重申“買入”評級。
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