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《大行报告》美银证券升中芯(00981.HK)评级至「中性」 目标价上调至16元
阿思达克 04-15 10:26
美银证券发表报告指,中芯国际(00981.HK)於上周上调对今年首季的指引,其中收入按季增长由0%-2%,调升至6%-8%,较市场及该行早前预测分别高6%及7%,至於集团现时的毛利率指引升至25%-27%(原为21%-23%)。

该行认为指引上调主因市场手机补货、由於忧虑疫情引起的中断而入货,及华为订单增加令利用率提高,而未来势头的可持续性取决於疫情大流行的情况。

美银上调对中芯股份评级,由「跑输大市」升至「中性」,目标价由9元升至16元,并上调集团今明两年每股盈利预测250%至310%。

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