智通财经APP获悉，华虹半导体(01347)早盘高开低走，午前跌幅扩大逾5%。截至发稿，跌5%，报20.9港元，成交额9.48亿港元。
消息面上，11月21日，欧洲芯片大厂意法半导体(STM.US)于当地时间周三在法国巴黎举办投资者日活动，宣布了将与中国第二大晶圆代工厂华虹集团合作，在中国生产40nm节点的微控制器(MCU)，以支持其中长期的营收目标的实现。
值得注意的是，美银证券指出，留意到国内无厂半导体公司的第三季库存水平依然高企，大部分的存货周转天数处于230至250天，尚未见到次季有明显调整。该行不认为无厂半导体公司会带出强劲的补货需求，又或华虹作为代工供应商在2025年上半年的晶圆价格会出现明显的反弹。而公司管理层的第四季指引，并指晶圆价格仍然受压，符合该行看法。该行同时表示，市场预期公司的毛利率显著复苏是过度乐观。
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