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大摩:升中芯评级至增持,目标价上调至31.8港元
uSMART盈立智投 02-26 10:52

uSMART盈立智投2月26日消息,港股今日开盘,截至10:40,中芯国际盘中跌幅2.69%,当前股价25.4港元。摩根士丹利表示,将中芯国际(00981.HK)的评级由中性上调至超配。

摩根士丹利在报告中指出,美国设备供应商近期恢复了零部件供应和现场服务,这至少缓和了投资者对中芯备用品和零部件库存问题的短期担忧。根据分析师Charlie Chan等人在报告中的观点,这意味着中芯成熟制程业务有望获得设备供应的许可,同时由于高通等美国客户仍同中芯有业务往来,联发科等部分台湾集成电路公司也正寻求获得中芯更多产能。预计中芯国际2021年收入增长10%-15%,这一预测高于市场一致预期将中芯2021年每股收益上调预测14%、2022年上调6%,目标价由23.80港元上调34%至31.8港元。

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