中银国际发表报告指出，华虹半导体(01347.HK) 今年首季度业绩令人失望，虽然收入符合预期，但毛利率按季跌2.1个百分点，反映定价挑战持续以及较高的折旧费用。集团指引今年次季毛利率为7%至9%，较市场预期低4个百分点，意味着竞争环境更为激烈，尽管Fab9项目扩产亦是原因之一。
该行维持“买入”评级，目标价由30.1元升至42.5元。尽管关税的不确定性仍然存在，该行依然对华虹保持积极看法，因为有多个正面催化因素，包括新兴的AI需求、关税促使国内市场需要新的替代品，以及附属上海华力的潜在整合。(ss/j)(港股报价延迟最少十五分钟。沽空资料截至 2025-05-09 12:25。)
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