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.
港股屢創逾三年半高 中芯(00981.HK)突破50元關 ASMPT(00522.HK)炒高9% AI芯片有望逐步轉向內地代工
市場觀望下週初在瑞典舉行的中美高層對話。港股連日強勢,恆指今早(24日)輕微低開9點後倒升,最新報即市高位25,723,升185點或0.7%,屢創逾三年半高,成交1,227.15億元。 中芯(00981.HK)高見50.8元創近四個月高,最新報50.7元,升4%,成交28.91億元。華虹(01347.HK)高見39元創近五個月高,現報38.95元,升6.71%,成交11.38億元。 上海復旦(01385.HK)現報27.9元,升4.49%,成交1.1億元。智駕解決方案供應商地平線-W(09660.HK)現報7.16元,升3.32%,成交6.37億元。 ASMPT(00522.HK)今早高見69.4元創近五個月高,現報69.15元,升9.41%,成交3.13億元。美銀證券指ASMPT盈利有望在週期中段逐漸復甦,升目標價至70元,評級「中性」。麥格理指ASMPT次季業績符該行預期,但略遜市場預期,輕微上調2025至27年盈測介乎1%至2%,目標價升至75元,評級「跑贏大市」。 國泰海通指出,伴隨工業及汽車下遊開啓補庫,BCDAnalog下遊需求有望增長,二季度及下半年晶圓代工產能利用率有望持續提升。此外,當前內地先進製程工藝持續疊代,AI芯片有望逐步轉向內地晶圓代工,而中芯作爲佈局先進製程的核心資產將有望迎來AI時代的廣闊國產替代空間,給予行業「增持」評級。
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