异动解读|华虹半导体盘中上涨4.07%,多家券商上调目标价叠加半导体板块持续走强

行情直击
May 21

5月21日,华虹半导体盘中上涨4.07%,报132.5港元,成交额9.39亿港元。

消息面上,公司近期发布一季度业绩,营收6.609亿美元,同比增长22.2%;归母净利润2090万美元,同比大幅增长458.1%;毛利率达13%,同比上升3.8个百分点。公司指引二季度营收6.9亿至7亿美元,毛利率14%-16%。多家券商随即上调目标价,中金上调至146港元,交银国际上调至145港元,华泰证券上调至151港元,里昂上调至147.6港元,中银国际上调至152.4港元。

此外,管理层透露9B厂投入约60亿美元,厂房施工已于3月启动,预计明年开始逐步贡献产能。摩根士丹利指出成熟制程上升周期即将到来,台积电与三星整合成熟制程产能或为二线晶圆代工厂创造溢出需求机会,进一步提振板块情绪。

(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。)

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