《大行報告》高盛重新研判中國半導體市場 7隻股份降級/6隻股份升級
高盛發表報告指,由於美國商務部最近對中國實施新的出口管制,預期先進半導體的供應限制,將導致中國數據中心、個人電腦和智能手機市場的技術降級和需求放緩,因此重新研判中國半導體市場。
該行將中國半導體行業明年至2025年的盈利預測下調2%至30%,特別是半導體生產設備(SPE)及材料供應商(調低22%至80%),反映本地NAND和DRAM企業或難有進一步擴張。
高盛同時調整行業多隻股份評級,將七隻股份降級及六隻股份升級。其中,中興(00763.HK)評級由「沽售」升至「中性」,但目標價由19元降至17.2元;長飛光纖光纜(06869.HK)評級由「中性」升至「買入」,目標價由13.3元升至22.5元;舜宇(02382.HK)評級由「沽售」升至「中性」,目標價由105元下調至71元。
此外,華虹(01347.HK)剔出確信買入名單,評級「買入」,目標價由47元降至23.8元。中芯(00981.HK)維持「中性」評級,目標價由20.2元降至15.3元。ASM太平洋(00522.HK)維持「買入」評級,目標價由98元降至82元。瑞聲(02018.HK)評級「買入」,目標價由41元降至22元。聯想(00992.HK)評級「中性」,目標價由9.58元降至6.27元。
Follow us
Find us on
Facebook,
Twitter ,
Instagram, and
YouTube or frequent updates on all things investing.Have a financial topic you would like to discuss? Head over to the
uSMART Community to share your thoughts and insights about the market! Click the picture below to download and explore uSMART app!

Disclaimers
uSmart Securities Limited (“uSmart”) is based on its internal research and public third party information in preparation of this article. Although uSmart uses its best endeavours to ensure the content of this article is accurate, uSmart does not guarantee the accuracy, timeliness or completeness of the information of this article and is not responsible for any views/opinions/comments in this article. Opinions, forecasts and estimations reflect uSmart’s assessment as of the date of this article and are subject to change. uSmart has no obligation to notify you or anyone of any such changes. You must make independent analysis and judgment on any matters involved in this article. uSmart and any directors, officers, employees or agents of uSmart will not be liable for any loss or damage suffered by any person in reliance on any representation or omission in the content of this article. The content of the article is for reference only and does not constitute any offer, solicitation, recommendation, opinion or guarantee of any securities, virtual assets, financial products or instruments. Regulatory authorities may restrict the trading of virtual asset-related ETFs to only investors who meet specified requirements. Any calculations or images in the article are for illustrative purposes only.
Investment involves risks and the value and income from securities may rise or fall. Past performance is not indicative of future performance. Please carefully consider your personal risk tolerance, and consult independent professional advice if necessary.