《大行報告》高盛上調華虹半導體(01347.HK)目標價至40元 評級「買入」
高盛發表報告指,在受到電動汽車及新能源客戶推動的強勁相關晶片需求支持下,華虹半導體(01347.HK)對其產能利用率仍然有信心。不過,集團指引其今年首季的毛利率由上季的38%,降到32%至34%,主因折舊成本提高、年度維護及員工獎勵影響。
該行對華虹半導體看法維持正面,並調升集團今年至2028年盈利預測分別18%、15%、14%、13%、11%及9%,將其股份目標價由35.2元升至40元,評級維持「買入」。
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