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大摩:升中芯評級至增持,目標價上調至31.8港元
uSMART盈立智投 02-26 10:52

uSMART盈立智投2月26日消息,港股今日開盤,截至10:40,中芯國際盤中跌幅2.69%,當前股價25.4港元。摩根士丹利表示,將中芯國際(00981.HK)的評級由中性上調至超配。

摩根士丹利在報告中指出,美國設備供應商近期恢復了零部件供應和現場服務,這至少緩和了投資者對中芯備用品和零部件庫存問題的短期擔憂。根據分析師Charlie Chan等人在報告中的觀點,這意味着中芯成熟製程業務有望獲得設備供應的許可,同時由於高通等美國客戶仍同中芯有業務往來,聯發科等部分臺灣集成電路公司也正尋求獲得中芯更多產能。預計中芯國際2021年收入增長10%-15%,這一預測高於市場一致預期將中芯2021年每股收益上調預測14%、2022年上調6%,目標價由23.80港元上調34%至31.8港元。

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