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港股异动 | 中芯国际涨逾4% 上调首季指引 获美银升目标价77%至16港元
格隆汇 04-15 11:59
格隆汇4月15日丨中芯国际(0981.HK)现报14.64港元,涨4.27%,暂成交7亿港元,最新总市值750亿港元。中芯国际上周二(7日)晚间发公告称,将今年一季度的收入增长指引由原先的0%至2%上调为6%至8%;一季度毛利率指引由原先的21%至23%上调为25%至27%。公司首席财务官高永岗博士表示:"自从最初公布第一季度收入和毛利率指引后,我们看见产品需求的增长及产品组合的优化,这些都超过了早前的预期,因此上调第一季度的收入和毛利率指引。"美银证券最新发报告指,中芯国际上调对今年首季的指引,其中收入按季增长6%-8%,较市场及该行早前预测分别高6%及7%。上调对中芯股份评级,由“跑输大市”升至“中性”,目标价由9港元大幅上升77%至16港元,并上调集团今明两年每股盈利预测250%至310%。
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