野村发表研究报告指，华虹半导体(01347.HK) 首季收入符合指引，毛利率则处于指引下限。管理层预期，由于需求持续，次季收入增长率中位数为3.5%，但新厂投产或进一步摊薄毛利率，料介乎7%至9%。
该行考虑到华虹的整体利用率(UTR)及定价，下调集团今明两年的净利润预测66%及29%，目标价由16.4元上调至35.4元，相当于预测2026年每股账面值的1.2倍，维持“中性”评级。(sl/w)
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