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《大行報告》高盛將中芯(00981.HK)剔出確信買入名單 目標價下調至28.7元
阿思達克 09-07 14:52
高盛發表報告,引述報道指中芯(00981.HK)或將列入美國制裁名單,若以華為情況做參考,有兩個可能情境:一是中芯或未能發展新技術應用,僅能發展成熟技術應用,於有關情況下,中芯2021年至2025年純利將低於該行現時基本預測5%至14%;第二個情境是中芯同時未能發展新技術應用及成熟技術應用,該行則料其2021年至2025年純利將低於該行現時預測3%至48%。

惟該行不對中芯將面對的結果作出任何估計,仍維持其「買入」評級,僅剔出確信買入名單,目標價亦自42元下調至28.7元,相信中美貿易糾紛所帶來的不確定性將於中芯股價反映。

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