【交银国际下调中芯国际目标价6% 维持“买入”】金十数据5月12日讯,交银国际发报告指,下调中芯国际(00981.HK)目标价6.25%,从48港元降至45港元,维持“买入”评级。该行认为,公司股价在之前一个季度表现符合其预期,即受市场情绪影响股价或出现波动,但由于公司在国产半导体产业链上的龙头地位叠加估值充分反映公司基本面状况,股价在市场回归基本面之后或在该行之前的目标价附近区间震荡。下调2025年公司收入/毛利率预测,到89.5亿美元/20.8%(前值94.1亿美元/20.9%)。
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