《大行报告》瑞银上调全球半导体业今年收入预测至增长4.5% 指终端市场持续复苏
瑞银发表全球半导体行业报告表示,终端市场总体上朝着正确的方向发展,市场经过今年第二季度行业低谷後,正在多个市场加快复苏包括智能手机、消费电子(CE)、汽车和工业,并导致该行提高行业收入预测。
该行表示,渠道库存继续增加,部分原因是供应链条的不确定性以及较小程度的美中紧张关系(特别是华为)。因此而一些周期性指标仍呈积极正面,并指全球半导体股份目前估值相当於明年预测市盈率18.9倍,收益增值进一步维持股价表现。
瑞银上调全球半导体行业今年收入预测,由原来4,060亿美元(按年跌1.4%)上修至4,310亿美元(按年增长4.5%),2021年的数字大致不变,为4,720亿美元(+9.6%);若不包括记忆体在内,该行对全球半导体行业今年收入预测现在为3,160亿美元(按年增长3.5%),相对之前为2840亿美元(按年跌7.2%)。
该行予中芯国际(00981.HK)「沽售」投资评级及目标价15元。(wl/u)
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