【野村上调华虹半导体目标价116% 重申中性评级】金十数据5月9日讯，野村发报告指，因华虹半导体(01347.HK)顺应强劲的本地需求，重申中性评级，并上调目标价116%，由16.4港元升至35.4港元。然而，集团定价条件虽有改善，但固定成本负担可能仍然存在，故保持中性评级。报告表示，华虹集团首季收入与其指引目标相符，而9.2%的毛利率低预期，野村认为这或受新厂房折旧流转所致。由于持续的需求动能，管理层预测第二季收入按季增3.5%。尽管华虹半导体认为8寸晶圆代工价格受压（暂未减价），但由于供不应求，预期12寸晶圆代工价格将持续上涨，野村亦认为这对亚洲成熟节点晶圆代工的整体价格动态而言是好兆头。
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