8月12日，中芯国际盘中上涨3.37%，报67.5港元，成交额18.85亿港元。
消息面上，瑞银于8月10日将中芯国际评级由"中性"上调至"买入"，目标价由76港元大幅上调至96.2港元。瑞银指出，中芯国际是中国唯一具备7纳米节点技术能力及量产经验的晶圆代工厂，最能受惠于结构性AI需求及先进制程本地化，预期2026至2028年收入复合年增长率达23%，先进逻辑收入将以55%的复合年增长率由16亿美元增至60亿美元。此外，公司将于8月13日发布Q2财报，市场一致预期本季度收入28.16亿美元，同比增长29.18%，息税前利润同比增长123.87%，业绩预期向好进一步提振市场情绪。
（以上内容均基于市场公开消息，由程序或算法智能生成，仅作为股价异动提醒，不作为投资建议或交易依据。）
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.