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《大行》華泰證券昇華虹半導體(01347.HK)目標價至53元籲買入 料價量齊升
阿思達克 08-11 14:18
華泰證券研究報告指,華虹半導體(01347.HK)次季收入5.66億美元,按年增長18.3%,按季增長4.6%,超過公司指引中值的5.6億美元。毛利率10.9%,按年增長0.4個百分點,按季增長1.7個百分點,超過公司指引的7%至9%。展望第三季,公司指引收入6.2至6.4億美元,中值按季增長11.3%,高於市場預期的6億美元;毛利率10%至12%,中值按季接近持平,高於市場預期的9.2%。 該行指,展望全年,預期公司持續受益於AI相關需求,看好模擬晶片加速成長;另外,九廠擴產提速,該行看好產能擴張帶動收入,加上公司次季開始進行的價格調整或於第三、四季有所體現,認爲價格上調對收入和毛利率產生積極影響;維持「買入」評級,目標價由43元升至53元。
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