季績後榮辱互見 華虹(01347.HK)吐逾半成失250天線 中芯(00981.HK)三連漲續升3%
華虹半導體(01347.HK)首季多賺48%,但公司料次季收入及毛利率按季停滯及下降,野村績後削華虹目標價至32元及降級至「中性」;花旗、瑞信、美銀、大摩及麥格理績後也削華虹目標價至33-46.98元,但維持正面評級。該股承昨天止跌回升勢,今早續彈1.4%至28.35元遇阻,掉頭跌破250天線(27.13元),最低見26.15元,現報26.5元,回吐5.1%,成交961萬股。
華虹昨午公布,首季純利按年升48%至1.52億美元,總收入按年升6%至6.31億美元,毛利率按年升5.2個百分點至32.1%,但按季跌6.1個百分點。公司預計,第二季銷售收入約6.3億美元;毛利率續降至介乎25%-27%。
其餘晶片股也跌1%-4%;但中芯(00981.HK)首季盈利勝預期並獲高盛調升目標價及盈測,H股股價最高見21.25元,現報20.75元,續升3%,連升第三日。
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.