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《大行報告》大摩相信華虹(01347.HK)股價未來15日跑輸同業 評級「與大市同步」
阿思達克 01-10 10:29
摩根士丹利發表技術分析報告,相信華虹半導體(01347.HK)股價未來15日將跑輸同業,發生機會率料超過80%,對其股份評級為「與大市同步」,目標價45元。 該行表示,華虹第三廠房上周五(7日)短暫停電,第三及第五廠房的生產受到部分影響,此或會導致 IGBT(絕緣閘極雙極性電晶體)、MUC晶片、及NOR Flash(非易失閃存芯片)等的短期供應緊張。由於客戶採購行為,其他功率半導體代工商例如世界先進及力晶半導體應會受惠,料短期市佔擴張。
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