10月6日，华虹半导体（01347.HK）股价盘中大涨5.49%，再创历史新高。截至发稿，华虹半导体报92港元，成交额超8亿港元。这是该股连续第八个交易日上涨，近21个交易日内股价已实现翻倍。
消息面上，高盛发布最新研报，再次上调华虹半导体的目标价。高盛将华虹半导体的目标价从87港元大幅上调34%至117港元，并维持"买入"评级。高盛分析师Allen Chang等人认为，随着中国本土AI解决方案的发展，从模型到半导体，华虹半导体将成为中国领先的晶圆代工厂，并在长期受益于AI驱动的芯片需求增长。
此外，华虹半导体近期宣布与华力微电子重组，解决IPO承诺的同业竞争事项。本次重组将进一步提升华虹半导体的12英寸晶圆代工产能，双方的优势工艺平台可实现深度互补，共同构建覆盖更广泛应用场景、更齐全技术规格的晶圆代工及配套服务。市场普遍认为，这一战略举措将增强华虹半导体的竞争力，为公司未来发展奠定更坚实的基础。
Disclaimer: Investing carries risk. This is not financial advice. The above content should not be regarded as an offer, recommendation, or solicitation on acquiring or disposing of any financial products, any associated discussions, comments, or posts by author or other users should not be considered as such either. It is solely for general information purpose only, which does not consider your own investment objectives, financial situations or needs. TTM assumes no responsibility or warranty for the accuracy and completeness of the information, investors should do their own research and may seek professional advice before investing.