今日盘中，华虹半导体（01347）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"。虽然该机构将目标价从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，建银国际认为华虹半导体当前估值已经处于较高水平。
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。报告指出，公司2025年第三季度收入达6.35亿美元，同比增长21%，环比增长12%，符合市场普遍预期。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。
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