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大行評級|大摩:上調中芯國際目標價至40港元 評級升至“與大市同步”
格隆匯 04-09 13:26
摩根士丹利發表研報指,受中國人工智能(AI)大模型DeepSeek驅動,預計AI芯片需求將隨着AI推理需求的激增而增加。鑑於美國AI圖形處理器供應有限,加上對中國芯片的需求激增,預期中芯國際將成為中國AI芯片設計板塊的主要支持者。大摩提及,雖然中芯國際的產能可能亦受到設備瓶頸的限制,但估計公司每年可生產360萬個AI圖形處理器單元,能滿足中國國內需求。該行將中芯目標價由38港元上調至40港元,評級由“減持”上調至“與大市同步”。
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