异动解读|中芯国际盘中上涨3.13%,光大证券国际发布买入评级叠加半导体板块延续反弹

行情直击
Jun 10

6月10日,中芯国际盘中上涨3.13%,报75.6港元/股,成交额21.15亿港元。

消息面上,光大证券国际近日发布研报,给予中芯国际买入评级,目标价90港元,指出公司作为内地最大晶圆代工龙头,是"国产化替代"最大受益者,AI急速发展推动订单满载、产能利用率高企,向AI产品线转型有助提升毛利率。此外,半导体板块在前一交易日已因美股费城半导体指数大涨5.6%及地缘风险降温而强势反弹,今日延续修复态势,天数智芯涨15.42%,壁仞科技涨8.26%,华虹半导体涨2.36%。

中芯国际集成电路制造有限公司是一家主要从事集成电路晶圆代工业务的投资控股公司,向国内外客户提供晶圆代工与技术服务。

(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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