You are browsing the Hong Kong website, Regulated by Hong Kong SFC (CE number: BJA907). Investment is risky and you must be cautious when entering the market.
大行評級|高盛:上調中芯國際目標價至63.7港元 預期可受益於本土生產需求增加以及產品升級

高盛發表研報指,基於中芯國際經營前景、首季業績及管理層對於第二季的業務指引,將2025至2029年收入預測下調15%至16%,預期公司產品平均售價復甦時間將較預期長。憧憬中芯國際持續提高利用率和改善產品組合,高盛目前基本保持穩定毛利率預測,預料今年可達20.8%,2026至2029年料維持20%以上,但將2025至2029年淨利潤分別下調30%、21%、15%、14%及15%。

儘管近期產品平均售價因生產問題面臨壓力,但高盛仍重申對中芯的正面看法,預期該公司可受益於本土生產需求增加以及產品升級,維持“買入”評級,目標價從62.7港元上調至63.7港元。

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.
uSMART
Wealth Growth Made Easy
Open Account