大摩:上調中芯國際(0981.HK)至增持評級 升目標價至31.8港元
摩根士丹利發表研究報吿指,美國設備供應商近期恢復了零組件供應和現場服務,這至少緩和了投資者對中芯備用品和零組件庫存問題的短期擔憂,將上調中芯國際(0981.HK)的評級由中性升至增持,上調H股目標價由23.8港元升至31.8港元。
大摩續指,這意味着中芯成熟製程業務有望獲得設備供應的許可,高通等美國客户繼續跟中芯有業務往來,聯發科等部分台灣集成電路公司正尋求獲得中芯更多產能,預計中芯2021年收入增長10%-15%,上調公司2021年每股純利預測14%、2022年數字亦上調6%。

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