You are browsing the Hong Kong website, Regulated by Hong Kong SFC (CE number: BJA907). Investment is risky and you must be cautious when entering the market.
中芯(00981.HK)见20.7元再创逾16年高遇阻倒跌逾6%成交急增 摩通重申减持
阿思达克 05-18 14:42
美国商务部限制全球晶片商向华为供货,中方警告会反制。内地半导体及国产芯片今天分别跌1.6%及2.7%。本港手机设备股全面遭抛售,瑞声(02018.HK)、丘钛(01478.HK)、比亚迪电子(00285.HK)及舜宇(02382.HK)依次跌幅扩至逾7%-10.5%。

遭摩通重申「减持」的中芯国际(00981.HK)今早高见20.7元连续第二再创逾16年高遇阻,半日收倒跌後,下午获利盘进一步涌现,最低见17.9元,现造17.96元,倒跌6.3%,成交激增至3.36亿股,涉资64.75亿元。

摩通指,中芯成熟技术应用有健康进展,由於客户於国内本地化,中芯在指纹、电源管理集成电路及闪存芯片等都正在捕捉需求,故上调公司今明两年每股盈测16%及1%。不过,该行预期中芯1销售增长及毛利率或於今年上半年见顶,并可能於未来数季有所回落,加上该股现价相当於市账率达2倍历史高位,该行认为估值被高估,故重申中芯「减持」评级,目标价由10.5元升至13元。

不过,高盛指,中芯国际旗下中芯南方上周尾获国家集成电路基金II及上海集成电路基金II注资後,令其持股由50.1%减至38.5%,於未来所负担亏损也会减少。此外,该行预计中芯国际盈利增长将受到海思半导体等国内客户结构性需求增长推动,以2021年预期市账率约2.1倍计,该行维持中芯目标价22.2元及「买入」评级,以及续列入「确信买入」名单内。

中芯股份於2004年3月以每股2.69元来港上市後,股份持续寻底,公司於2016年9月将股份10合1,之後股价反覆回升。

Follow us
Find us on Facebook, Twitter , Instagram, and YouTube or frequent updates on all things investing.Have a financial topic you would like to discuss? Head over to the uSMART Community to share your thoughts and insights about the market! Click the picture below to download and explore uSMART app!
Disclaimers
uSmart Securities Limited (“uSmart”) is based on its internal research and public third party information in preparation of this article. Although uSmart uses its best endeavours to ensure the content of this article is accurate, uSmart does not guarantee the accuracy, timeliness or completeness of the information of this article and is not responsible for any views/opinions/comments in this article. Opinions, forecasts and estimations reflect uSmart’s assessment as of the date of this article and are subject to change. uSmart has no obligation to notify you or anyone of any such changes. You must make independent analysis and judgment on any matters involved in this article. uSmart and any directors, officers, employees or agents of uSmart will not be liable for any loss or damage suffered by any person in reliance on any representation or omission in the content of this article. The content of the article is for reference only and does not constitute any offer, solicitation, recommendation, opinion or guarantee of any securities, virtual assets, financial products or instruments. Regulatory authorities may restrict the trading of virtual asset-related ETFs to only investors who meet specified requirements. Any calculations or images in the article are for illustrative purposes only.
Investment involves risks and the value and income from securities may rise or fall. Past performance is not indicative of future performance. Please carefully consider your personal risk tolerance, and consult independent professional advice if necessary.
uSMART
Wealth Growth Made Easy
Open Account