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《異動股》中芯(00981.HK)由近三個月低位反彈一成重越20元 其A股漲7%
阿思達克 12-30 14:23
美國財政部頒佈禁投中資股指引明確禁令涵蓋ETF及指數基金。不過,位列美國國防部被指屬中國軍事企業名單內的中芯國際(00981.HK)連跌三天後,今天股價由近三個月低位反彈重越10天線(19.4元),最高見20.25元,現造20.1元,回升10%,成交增至1.38億股,涉資26.74億元;中芯A股也漲7%曾高見56.66元人民幣。

中金上周尾指,考慮到美國實體清單等全球監管環境因素變化,認為中芯將專注於提升成熟製程技術及未來產能,戰略長遠有助中芯股東獲取更高回報,維持其「跑贏行業」評級及H股目標價25.5元不變,但下調A股目標價7%至65元人民幣,以反映先進製程發展短期受限,導致估值溢價下降的影響。

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