瑞银发表研究报告，将中芯国际(00981.HK) 评级从“沽售”上调至“中性”，目标价从14元上调至43元，解释此前给予“沽售”评级是基于对中芯遭列入美国实体名单所带来的营运挑战、业务规模大幅扩张导致的毛利率潜在下行以及成熟代工产能过剩等感到担忧。
瑞银续指，目前认为中芯已证明自身有能力应对经营挑战，业务扩张计划未受到重大影响，因此对其前景看法亦变得更为正面，将2026年盈利预测从近10亿美元上调42%至14.19亿美元，但计及产能利用率受到一次性因素影响而暂时下降，将今年度盈利预测下调23%至11.16亿美元。(gc/w)(港股报价延迟最少十五分钟。沽空资料截至 2025-05-13 16:25。)
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