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》高盛昇華虹(01347.HK)評級至「買入」 目標價上調至68.1元
華虹半導體(01347.HK)今日高開2.72%,最高見60.5元,創逾四年半高;現報58.3元,升9.28%,成交7,787.79萬股,涉資45.11億元。 高盛發表報告,將華虹半導體評級從「中性」升至「買入」,目標價上調28%至68.1元。看好理由包括AI應用帶來新增長機遇(數據中心電源管理芯片、邊緣AI設備成熟製程芯片),過去數季度高產能利用率支撐價格改善,國內客戶需求擴張及「中國製造爲中國」趨勢推動長期需求,以及持續的產能擴張與技術節點升級(預計2027年導入28奈米)。現價對應2026年預測市盈率43倍,處於歷史估值區間,但考量公司2025至2029年預測淨利潤年複合增長率達63%,當前估值仍有上行空間。 在中國半導體板塊中,高盛更青睞具AI及先進技術曝光度且競爭格局較溫和的企業。該行於2月上調中芯國際(00981.HK)、3月上調芯原微電子(688521.SH)及中微半導體(688012.SH)、4月上調寒武紀(688256.SH)、7月上調浪潮信息(000977.SZ)評級,6月將華勤技術(603296.SH)列入確信買入名單,8月首次覆蓋銳捷網絡(301165.SZ)給予「買入」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