【5 月 14 日,瑞银调整中芯国际评级及目标价】瑞银将中芯国际的评级从“沽售”上调至“中性”,目标价从 14 港元上调至 43 港元。此前给予“沽售”评级是因对中芯遭美实体名单影响、业务扩张致毛利率潜在下行及成熟代工产能过剩担忧。现瑞银认为中芯有能力应对经营挑战,业务扩张计划未受重大影响,将 2026 年盈利预测从近 10 亿美元上调 42%至 14.19 亿美元,因产能利用率受一次性因素影响,...
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