《大行報告》瑞銀上調全球半導體業今年收入預測至增長4.5% 指終端市場持續復蘇
瑞銀發表全球半導體行業報告表示,終端市場總體上朝著正確的方向發展,市場經過今年第二季度行業低谷後,正在多個市場加快復蘇包括智能手機、消費電子(CE)、汽車和工業,並導致該行提高行業收入預測。
該行表示,渠道庫存繼續增加,部分原因是供應鏈條的不確定性以及較小程度的美中緊張關係(特別是華為)。因此而一些週期性指標仍呈積極正面,並指全球半導體股份目前估值相當於明年預測市盈率18.9倍,收益增值進一步維持股價表現。
瑞銀上調全球半導體行業今年收入預測,由原來4,060億美元(按年跌1.4%)上修至4,310億美元(按年增長4.5%),2021年的數字大致不變,為4,720億美元(+9.6%);若不包括記憶體在內,該行對全球半導體行業今年收入預測現在為3,160億美元(按年增長3.5%),相對之前為2840億美元(按年跌7.2%)。
該行予中芯國際(00981.HK)「沽售」投資評級及目標價15元。(wl/u)
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