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港股異動 | 中芯國際漲逾5% 機構料受惠5G基建發展
格隆匯 04-28 13:06
格隆匯4月28日丨中芯國際(0981.HK)現報14.88港元,漲5.83%,暫成交5.6億港元,最新總市值767億港元。高盛近日發報告稱,重申看好中芯國際技術提升,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、中興等客户)及終端應用產品(如物聯網及智能手機產品)。將中芯納入該行“確信買入”名單,重申“買入”評級及目標價19.6港元。此外,中信建投亦指,電子板塊存在一定的反彈空間,一是受益半導體產業東移,本土晶圓產能陸續開出,上游半導體材料設備供需缺口與替代需求持續存在;二是5G智能手機滲透持續加速,5G基站建設速度加快,國內市場對相關產品需求較為確定,建議關注半導體材料與半導體設備板塊。
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