《大行報告》高盛:內地半導體企業對前景正面 籲買入中芯及華虹等
高盛發表報告表示,到訪聞泰科技(600745.SH)討論公司業務計劃及其收購荷蘭安世半導體(Nexperia)主展,以作為整合元件製造商,聞泰科技管理層對今年前景正面,可受惠產能擴展、半導體廣泛需求復甦,公司亦對中國半導體科技移植、電子設備半導體應用增長、內地需求持正面看法。
該行表示,予中芯國際(00981.HK)、華虹半導體(01347.HK)、韋爾股份(603501.SH)、卓勝微電(300782.SZ)、兆易創新(603986.SH)及聖邦股份(300661.SZ)均為「買入」評級。
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