11月11日，华虹半导体（01347）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。建银国际表示，略微上调了2025年的盈利预测，主要原因是2025年第三季度及第四季度的毛利率预期优于此前预期。
值得注意的是，华虹半导体并非唯一受到影响的半导体股。同日，中芯国际（00981）跌3.48%，上海复旦（01385）跌0.70%，显示整个半导体板块面临一定压力。分析人士指出，尽管半导体行业长期发展前景依然看好，但短期内可能面临估值调整的压力。投资者需密切关注行业动态和公司基本面的变化。
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