港股详情

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华虹半导体

71.250

+3.5005.17%

成交量：2,868.11万

成交额：20.31亿

市值：1,236.90亿

市盈率：270.66

高：72.450

开：68.550

低：68.500

收：67.750

52周最高：99.500

52周最低：19.620

股本：17.36亿

香港流通股本：13.28亿

量比：1.19

换手率：2.16%

股息：- -

股息率：- -

每股收益(LYR):0.263

净资产收益率：-2.07%

总资产收益率：-0.72%

市净率：2.47

市盈率(LYR):270.66

市销率: 6.97

数据加载中...

总览公司新闻资讯公告

建银国际：升华虹半导体目标价至73港元评级降至“中性”

异动解读 | 华虹半导体盘中大跌5%，建银国际下调评级至"中性"

异动解读 | 华虹半导体盘中大跌5%，建银国际下调评级至"中性"

港股芯片股跌幅扩大，华虹半导体跌超4%

华虹半导体盘中异动大幅下挫3.07%

国家数据局局长刘烈宏在江苏调研数据要素市场化配置改革情况

就要闪耀11月13日火线上市

全球芯片爆发：2084亿美元！为什么中国增长反而最慢？

电子通信行业2026年投资策略：星火肇始征途无疆

华虹公司2025年三季报点评：25Q3量价齐升驱动毛利超预期产能爬坡与节点切换构筑Α

每日卖空追踪 | 华虹半导体 11月10日卖空量成交255.7万股，卖空比例为7.24%

【真灼机构观点】华虹半导体: 优于公司指引

华虹半导体3Q2025收入创历史新高，毛利率超指引上限

中金：上调华虹半导体(01347)目标价至110港元维持“跑赢行业”评级

华虹半导体跌超3% 大和指其第三季净利润逊预期仍看好其受惠AI发展势头

大和：升华虹半导体(01347)评级至“买入” 上调目标价至110港元

中银国际：上调华虹半导体(01347)目标价至94.5港元 AI相关需求持续

科技板块整体回调，关注端侧及半导体反弹机会 | 投研报告

中国能源网

【券商聚焦】交银国际维持华虹半导体(01347)买入评级指第三季度毛利率再次超预期

【华虹半导体（1347.HK）】3Q25涨价落地，量价齐升帮助毛利率持续恢复——2025年三季度业绩点评（付天姿/董馨悦）

光大证券研究

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13:32","pubTimestamp":1762839173,"startTime":"0","endTime":"0","summary":"今日盘中，华虹半导体股价大跌5.06%，引发市场关注。此次下跌主要受到券商研报评级下调的影响。据悉，建银国际最新发布的研究报告中，将华虹半导体的评级从\"跑赢大市\"下调至\"中性\"。值得注意的是，建银国际略微上调了华虹半导体2025年的获利预测。此外，华虹半导体计划收购华虹五厂，预计将于2026年完成。建银国际认为，这一举措可能会提升公司的净资产收益率。","market":"nz","thumbnail":"","type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":"f2ab61f85dc51d8077392a4c24860473","theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"-1","news_top_title":null,"news_tag":"movement","news_rank":0,"length":0,"strategy_id":0,"source":"ai_movement_cn","symbols":["01347"],"gpt_icon":0},{"id":"1128451427","title":"异动解读 | 华虹半导体盘中大跌5%，建银国际下调评级至\"中性\"","url":"https://stock-news.laohu8.com/highlight/detail?id=1128451427","media":"异动解读","labels":["movement"],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/1128451427?lang=zh_cn&edition=fundamental","pubTime":"2025-11-11 13:32","pubTimestamp":1762839162,"startTime":"0","endTime":"0","summary":"11月11日，华虹半导体股价盘中大跌5.06%，引发市场关注。此前，建银国际发布研报，将华虹半导体的评级从\"跑赢大市\"下调至\"中性\"，尽管同时上调了目标价。据悉，建银国际将华虹半导体的目标价从50港元上调46%至73港元，但考虑到公司目前的净资产收益率水平，该机构认为华虹半导体的估值已经处于较高水平。值得注意的是，华虹半导体并非唯一受到影响的半导体股。","market":"nz","thumbnail":"","type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":"f2ab61f85dc51d8077392a4c24860473","theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"-1","news_top_title":null,"news_tag":"movement","news_rank":0,"length":0,"strategy_id":0,"source":"ai_movement_cn","symbols":["01347"],"gpt_icon":0},{"id":"2582334116","title":"港股芯片股跌幅扩大，华虹半导体跌超4%","url":"https://stock-news.laohu8.com/highlight/detail?id=2582334116","media":"格隆汇","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2582334116?lang=zh_cn&edition=fundamental","pubTime":"2025-11-11 13:29","pubTimestamp":1762838977,"startTime":"0","endTime":"0","summary":"格隆汇11月11日｜港股市场芯片股跌幅扩大，其中，华虹半导体跌超4%，中芯国际、ASMPT跌超3%。","market":"hk","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":{"source":"tencent","url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20251111133016a498f489&s=b","rn_cache_url":null,"customStyle":"body{padding-top:10px;}#news_title{font-weight:bold;#titleStyle#;}#news_description span{font-size:12px;#descriptionStyle#;}.footer-note{#statement#}","selectors":".mod-LoadTzbdNews, body","filters":".relate-stock, .hot-list, .recom-box, 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13:11","pubTimestamp":1762837904,"startTime":"0","endTime":"0","summary":"2025年11月11日下午盘13时11分，华虹半导体股票出现波动，股价大幅下跌3.07%。华虹半导体股票所在的半导体行业中，整体跌幅为1.06%。该行指出，华虹半导体季度收入符合预期，毛利率和净利润因价格调涨及产品结构调整改善而超预期。基于市场估值中枢上行和对公司未来大平台化预期，上调华虹半导体目标价120%至110港元，维持“跑赢行业”评级。","market":"hk","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":{"source":"tencent","url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20251111131144a498eca7&s=b","rn_cache_url":null,"customStyle":"body{padding-top:10px;}#news_title{font-weight:bold;#titleStyle#;}#news_description span{font-size:12px;#descriptionStyle#;}.footer-note{#statement#}","selectors":".mod-LoadTzbdNews, body","filters":".relate-stock, .hot-list, .recom-box, 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11:50","pubTimestamp":1762833011,"startTime":"0","endTime":"0","summary":"据国家数据局消息，11月3日至6日，国家数据局党组书记、局长刘烈宏一行在江苏省南京市、南通市、无锡市，深入企业、科研机构和基层数据管理部门，现场宣讲党的二十届四中全会精神，推进数字中国建设，并调研数据要素市场化配置改革、数据基础设施建设和数字经济发展等工作情况。调研组认真调研江苏在推动数据要素市场化配置改革等方面的具体做法和取得的成效。","market":"hk","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":{"source":"tencent","url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20251111115011a6f0f54b&s=b","rn_cache_url":null,"customStyle":"body{padding-top:10px;}#news_title{font-weight:bold;#titleStyle#;}#news_description span{font-size:12px;#descriptionStyle#;}.footer-note{#statement#}","selectors":".mod-LoadTzbdNews, body","filters":".relate-stock, .hot-list, .recom-box, 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09:59","pubTimestamp":1762826362,"startTime":"0","endTime":"0","summary":"中国半导体行业上市公司最新披露的三季报业绩迎来强劲爆发。千亿规模ETF大厂——华宝基金旗下全市场首只聚焦“港股芯片”产业链的港股信息技术ETF将于11月13日澎湃上市，该基金为全市场首只跟踪中证港股通信息技术综合指数的ETF，其标的指数由属于信息技术产业的42只港股硬科技公司构成成份股组合，将为投资者参与把握港股“中国硬科技资产”投资机遇提供又一创新ETF工具。","market":"hk","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":{"source":"tencent","url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20251111100505a4988b30&s=b","rn_cache_url":null,"customStyle":"body{padding-top:10px;}#news_title{font-weight:bold;#titleStyle#;}#news_description span{font-size:12px;#descriptionStyle#;}.footer-note{#statement#}","selectors":".mod-LoadTzbdNews, body","filters":".relate-stock, .hot-list, .recom-box, 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09:31","pubTimestamp":1762824676,"startTime":"0","endTime":"0","summary":"半导体行业协会最新数据显示，2025年第三季度全球半导体销售额达到2084亿美元，环比暴涨15.8%，同比增长25.1%。尤其是今年9月单月销售额就高达695亿美元，为历史第三高点，仅次于2022年AI初爆发时的巅峰水平。全球季度销售额变化趋势如下：Q1 2025：1800亿美元；Q2 2025：1800亿 → 2084亿；9月单月：695亿美元。尤其是AI算力芯片与存储器需求爆发，让英伟达、三星、美光、SK海力士业绩全面反弹，全球供应链重新转入“紧平衡”状态。","market":"hk","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":{"source":"tencent","url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20251111093547a4987874&s=b","rn_cache_url":null,"customStyle":"body{padding-top:10px;}#news_title{font-weight:bold;#titleStyle#;}#news_description span{font-size:12px;#descriptionStyle#;}.footer-note{#statement#}","selectors":".mod-LoadTzbdNews, body","filters":".relate-stock, .hot-list, .recom-box, 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00:00","pubTimestamp":1762790400,"startTime":"0","endTime":"0","summary":"黄仁勋预测，全球AI数据中心年度支出将从今年的约6000亿美元，到2030年提升至3~4万亿美元。存储市场因AI驱动和供给受限进入新一轮的上行周期。IDC预计2030年全球半导体市场规模将达1.22万亿美元。SEMI预计2026年全球300mm晶圆厂设备支出为1160亿美元，同比增长9%。苹果：2026年步入创新周期。Meta Rayban眼镜发布引发市场对于AI眼镜关注，销量持续超市场预期。2025年上半年，AI/AR眼镜领域迎来产品大年，主流厂商与初创企业竞相发力，密集发布了20余款新品。","market":"hk","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":{"source":"tencent","url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20251111164050a6f18830&s=b","rn_cache_url":null,"customStyle":"body{padding-top:10px;}#news_title{font-weight:bold;#titleStyle#;}#news_description span{font-size:12px;#descriptionStyle#;}.footer-note{#statement#}","selectors":".mod-LoadTzbdNews, body","filters":".relate-stock, .hot-list, .recom-box, 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亿美元，高于前期指引中值，毛利率环比+2.6pct 至13.5%，高于前期指引上沿。华力微收购流程按计划推进，强化工艺布局与产能规模。","market":"hk","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":{"source":"tencent","url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20251111164049a6f1882c&s=b","rn_cache_url":null,"customStyle":"body{padding-top:10px;}#news_title{font-weight:bold;#titleStyle#;}#news_description span{font-size:12px;#descriptionStyle#;}.footer-note{#statement#}","selectors":".mod-LoadTzbdNews, body","filters":".relate-stock, .hot-list, .recom-box, 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16:30","pubTimestamp":1762763418,"startTime":"0","endTime":"0","summary":"华虹半导体北京时间11月10日，跌1.7%，卖空量成交255.7万股，较上一交易日减少70.35%更多个股卖空数据请看下面视窗：卖空数据是观测市场多空博弈的关键指标：短期可反映市场情绪，高卖空比例预示看空预期，但极端值可能触发轧空反弹；长期结合基本面恶化则预警下行风险。需注意其局限性：卖空行为包含对冲需求，未必单纯看空；机构可能通过衍生品做空未体现在数据中，且散户跟风易扭曲信号。股市有风险，请谨慎决策。","market":"hk","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":{"source":"tencent","url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN2025111016323994faf944&s=b","rn_cache_url":null,"customStyle":"body{padding-top:10px;}#news_title{font-weight:bold;#titleStyle#;}#news_description span{font-size:12px;#descriptionStyle#;}.footer-note{#statement#}","selectors":".mod-LoadTzbdNews, body","filters":".relate-stock, .hot-list, .recom-box, .wx-sou","directOrigin":true},"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN2025111016323994faf944&s=b","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"-1","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":"tencent","symbols":["LU0320764599.SGD","SG9999006597.SGD","LU0052750758.USD","BK1607","BK1614","BK1589","01347","BK1163","IE0034224299.USD","LU0708995583.HKD"],"gpt_icon":0},{"id":"2582828149","title":"【真灼机构观点】华虹半导体: 优于公司指引","url":"https://stock-news.laohu8.com/highlight/detail?id=2582828149","media":"新浪财经","labels":["dataReport"],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2582828149?lang=zh_cn&edition=fundamental","pubTime":"2025-11-10 15:38","pubTimestamp":1762760310,"startTime":"0","endTime":"0","summary":"毛利率为 13.5%，优于公司指引， 同比上升 1.3 个百分点，环比上升 2.6 个百分点。此轮增长主要受全球半导体 需求回暖及平均销售价格上涨所驱动。展望未来，公司预计第四季度销售收入将介于 6.5 亿美元至 6.6 亿美元之间， 毛利率预计在 12%至 14%。第三季度的 ASP 同比及环比均增长了 5%，且此改善趋势在第四 季度得以持续。强劲的毛利率表现主要得益于平均销售价格上涨及产品组合的 优化。","market":"hk","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":{"source":"tencent","url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20251110154340a496a22e&s=b","rn_cache_url":null,"customStyle":"body{padding-top:10px;}#news_title{font-weight:bold;#titleStyle#;}#news_description span{font-size:12px;#descriptionStyle#;}.footer-note{#statement#}","selectors":".mod-LoadTzbdNews, body","filters":".relate-stock, .hot-list, .recom-box, .wx-sou","directOrigin":true},"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20251110154340a496a22e&s=b","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"1","news_top_title":null,"news_tag":"dataReport","news_rank":0,"length":0,"strategy_id":0,"source":"tencent","symbols":["BK1607","01347","LU0052750758.USD","LU0320764599.SGD","SG9999006597.SGD","IE0034224299.USD","BK1163","BK1589","LU0708995583.HKD","BK1614"],"gpt_icon":1},{"id":"2582840256","title":"华虹半导体3Q2025收入创历史新高，毛利率超指引上限","url":"https://stock-news.laohu8.com/highlight/detail?id=2582840256","media":"财通证券","labels":["dataReport"],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2582840256?lang=zh_cn&edition=fundamental","pubTime":"2025-11-10 15:14","pubTimestamp":1762758864,"startTime":"0","endTime":"0","summary":"事件：公司公布3Q2025业绩。营收创历史新高，ASP改善推动毛利超预期。公司3Q2025营收创历史新高，主要原因系：1)全球半导体需求回暖；2)晶圆出货量增加及ASP上涨。盈利端来看，3Q2025毛利率达13.5%，高于公司指引预期，同比+1.3pcts，环比+2.6pcts。毛利率改善主要得益于ASP和产能利用率提升，部分被折旧成本增加所抵消。4Q2025展望需求景气延续。公司指引4Q2025营收约6.5-6.6亿美元，毛利率约12%-14%。","market":"hk","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":{"source":"tencent","url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20251110153048a49699ea&s=b","rn_cache_url":null,"customStyle":"body{padding-top:10px;}#news_title{font-weight:bold;#titleStyle#;}#news_description span{font-size:12px;#descriptionStyle#;}.footer-note{#statement#}","selectors":".mod-LoadTzbdNews, body","filters":".relate-stock, .hot-list, .recom-box, .wx-sou","directOrigin":true},"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20251110153048a49699ea&s=b","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"1","news_top_title":null,"news_tag":"dataReport","news_rank":0,"length":0,"strategy_id":0,"source":"tencent","symbols":["BK1589","BK1163","SG9999006597.SGD","LU0320764599.SGD","01347","LU0708995583.HKD","BK1607","BK1614","LU0052750758.USD","IE0034224299.USD"],"gpt_icon":1},{"id":"2582844749","title":"中金：上调华虹半导体(01347)目标价至110港元 维持“跑赢行业”评级","url":"https://stock-news.laohu8.com/highlight/detail?id=2582844749","media":"智通财经","labels":["shareholding"],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2582844749?lang=zh_cn&edition=fundamental","pubTime":"2025-11-10 14:29","pubTimestamp":1762756178,"startTime":"0","endTime":"0","summary":"智通财经APP获悉，中金发布研报称，华虹半导体第三季营收同比升20.7%至6.35亿美元，符合此前指引的6.2亿至6.4亿美元区间;毛利率同比升1.3个百分点至13.5%，超出此前给予的10%至12%指引区间，净亏损719万美元，纯利2,572万美元。该行基于市场估值中枢上行和市场对公司未来大平台化的预期，上调华虹半导体目标价120%至110港元，维持“跑赢行业”评级。该行指，华虹半导体季度收入符预期，毛利率和净利润因价格调涨及产品结构调整改善而超出预期。","market":"hk","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":null,"property":["rate"],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"http://www.zhitongcaijing.com/content/detail/1367156.html","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"1","news_top_title":"中金：上调华虹半导体(01347)目标价至110港元 维持“跑赢行业”评级","news_tag":"shareholding","news_rank":0,"length":0,"strategy_id":0,"source":"stock_zhitongcaijing","symbols":["01347"],"gpt_icon":0},{"id":"2582846680","title":"华虹半导体跌超3% 大和指其第三季净利润逊预期 仍看好其受惠AI发展势头","url":"https://stock-news.laohu8.com/highlight/detail?id=2582846680","media":"智通财经","labels":["dataReport"],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2582846680?lang=zh_cn&edition=fundamental","pubTime":"2025-11-10 11:58","pubTimestamp":1762747089,"startTime":"0","endTime":"0","summary":"华虹半导体跌超3%，截至发稿，跌3.27%，报76.85港元，成交额18.5亿港元。消息面上，华虹半导体近日公布，第三季度销售收入创历史新高，达6.352亿美元，同比增长20.7%，环比增长12.2%；母公司拥有人应占利润2570万美元，同比下降42.6%，环比上升223.5%。预计第四季度销售收入约在6.5亿美元至6.6亿美元之间；预计毛利率约在12%至14%之间。大和指出，华虹半导体第三季净利润逊预期，受所得税及少数股权影响，但其他关键指标均好过该行预期。","market":"hk","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":{"source":"tencent","url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20251110122034a6ee73a6&s=b","rn_cache_url":null,"customStyle":"body{padding-top:10px;}#news_title{font-weight:bold;#titleStyle#;}#news_description span{font-size:12px;#descriptionStyle#;}.footer-note{#statement#}","selectors":".mod-LoadTzbdNews, 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10:51","pubTimestamp":1762743116,"startTime":"0","endTime":"0","summary":"智通财经APP获悉，大和发布研报称，华虹半导体(01347)第三季净利润逊预期，受所得税及少数股权影响，但其他关键指标均好过该行预期。该行认为公司将受惠于下游需求增长，因而提高公司的议价能力及业务灵活性，推动产品组合、平均售价及利润率改善。此外，该行相信公司作为AI协同芯片的晶圆供应商，将受惠于明年AI发展势头持续。加上海外客户的“中国制造为中国市场”(China for China)策略，以及Fab5厂房并购带来的协同效应，该行将华虹的投资评级，由“持有”上调至“买入”，目标价由42港元上调至110港元。","market":"fut","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":null,"property":["rate"],"language":"zh","translate_title":"","themeId":"5d15f9a330c6b6158a9a2fa964c9c106","theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"http://www.zhitongcaijing.com/content/detail/1367096.html","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"1","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":"stock_zhitongcaijing","symbols":["01347"],"gpt_icon":0},{"id":"2582810705","title":"中银国际：上调华虹半导体(01347)目标价至94.5港元 AI相关需求持续","url":"https://stock-news.laohu8.com/highlight/detail?id=2582810705","media":"智通财经","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2582810705?lang=zh_cn&edition=fundamental","pubTime":"2025-11-10 10:32","pubTimestamp":1762741924,"startTime":"0","endTime":"0","summary":"智通财经APP获悉，中银国际发布研报称，相信华虹半导体将持续受益于强劲的国产替代动能及AI相关需求;维持“买入”评级，基于预测3.2倍市净率，目标价从51.1港元升至94.5港元。中银国际维持华虹半导体收入估计大致不变，但考虑2025年下半年产能满载下平均售价强劲上升，上调毛利率预测50至79个基点。","market":"hk","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":null,"property":["rate"],"language":"zh","translate_title":"","themeId":"5d15f9a330c6b6158a9a2fa964c9c106","theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"http://www.zhitongcaijing.com/content/detail/1367088.html","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"1","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":"stock_zhitongcaijing","symbols":["01347"],"gpt_icon":1},{"id":"2582810521","title":"科技板块整体回调，关注端侧及半导体反弹机会 | 投研报告","url":"https://stock-news.laohu8.com/highlight/detail?id=2582810521","media":"中国能源网","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2582810521?lang=zh_cn&edition=fundamental","pubTime":"2025-11-10 09:42","pubTimestamp":1762738920,"startTime":"0","endTime":"0","summary":"海外科技方面，美国政府持续停摆，美股科技因流动性问题大跌。投资建议本周受美国流动性担忧等影响，科技股走势相对较弱，后续各大厂和AI眼镜品牌厂有望在1月份CES展前夕发布新品，端侧有望迎来主题性投资机会，中芯国际三季报发布在即，半导体板块有望迎来布局机会。","market":"hk","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":{"source":"tencent","url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20251110100139a6ee2459&s=b","rn_cache_url":null,"customStyle":"body{padding-top:10px;}#news_title{font-weight:bold;#titleStyle#;}#news_description span{font-size:12px;#descriptionStyle#;}.footer-note{#statement#}","selectors":".mod-LoadTzbdNews, body","filters":".relate-stock, .hot-list, .recom-box, 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3Q25营收6.35亿美元，符合该机构/市场预期，毛利率13.5%，超过该机构预期和之前指引上限（12%）。管理层指引4Q25收入6.5-6.6亿美元，指引毛利率12-14%。但管理层认为总体存储器市场下游需求旺盛。该机构预测4Q25公司营收/毛利率在6.56亿美元/13.6%。调整2025/26/27年毛利率至11.9%/14.3%/16.8%。考虑到南向资金对国产半导体核心资产的持续关注，微调目标价到91港元，对应3.1倍2026年市账率，维持买入评级。","market":"sh","thumbnail":"https://static.szfiu.com/news/20250109/ZDNhNDUwNDVmY2U2MTcxMzU2NTcyMzcyOQ==.jpg","type":0,"news_type":0,"thumbnails":["https://static.szfiu.com/news/20250109/ZDNhNDUwNDVmY2U2MTcxMzU2NTcyMzcyOQ==.jpg"],"rights":null,"property":["rate"],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"1969263","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"1","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":null,"symbols":["01347"],"gpt_icon":1},{"id":"2582819751","title":"【华虹半导体（1347.HK）】3Q25涨价落地，量价齐升帮助毛利率持续恢复——2025年三季度业绩点评（付天姿/董馨悦）","url":"https://stock-news.laohu8.com/highlight/detail?id=2582819751","media":"光大证券研究","labels":["dataReport"],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2582819751?lang=zh_cn&edition=fundamental","pubTime":"2025-11-10 07:04","pubTimestamp":1762729497,"startTime":"0","endTime":"0","summary":"报告摘要事件：3Q25毛利率超预期。3Q25归母净利润2573万美元，略不及2717万美元的市场预期。3）涨价开启：3Q25涨价落地，ASP YoY+5.2%，QoQ+5.2%。公司表述华力微收购进展顺利，预计26M8前完成交易，2026年接管运营。2）未来盈利水平持续提升。如因侵权行为给光大证券造成任何直接或间接的损失，光大证券保留追究一切法律责任的权利。","market":"hk","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":{"source":"tencent","url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN2025111007211394fa0298&s=b","rn_cache_url":null,"customStyle":"body{padding-top:10px;}#news_title{font-weight:bold;#titleStyle#;}#news_description span{font-size:12px;#descriptionStyle#;}.footer-note{#statement#}","selectors":".mod-LoadTzbdNews, body","filters":".relate-stock, .hot-list, .recom-box, 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