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牛熊異動 | 上調評級,中芯衍生品升超30%
uSMART友信智投 08-20 10:45

中金:上調中芯國際港股目標價78%,進口替代料推動收入大增。中芯國際(00981.HK)升幅超2%,相關衍生品中芯法興一四牛F(52889.HK)升幅超30%。

中金首次覆蓋中芯國際-U(688981.SH)給予跑贏行業評級,目標價83.00元,對應2023年6.6x P/B。維持中芯國際H股跑贏行業評級,並上調2021目標價78%至32港幣,對應2023年2.2x P/B。中金認為中芯國際是半導體國產化主要受益者,在進口替代推動下,看好公司2023年收入將實現對2019年的翻倍。

 

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