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《大行報告》高盛將中芯(00981.HK)納入「確信買入」名單 受惠5G及內地電訊基建
阿思達克 04-16 11:39
高盛發表報告,重申看好中芯國際(00981.HK)技術提升,料受惠5G基建發展,估計12納米及14納米收入增長加速,相信中芯可受惠電設基建設備(海思半導體、中興(00763.HK)等客戶)及終端應用產品(如物聯網及智能手機產品)。

該行決定將中芯納入該行「確信買入」名單,重申對其「買入」投資評及目標價19.6元,此相當預測2021年市賬率1.9倍。

高盛料,新冠疫情無可避免地會令全球電子產品需求轉弱,但相信中芯可藉12納米及14納米收入快速上升,令其業務具有更多防守性。

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