《大行》汇丰升中芯(00981.HK)评级至“买入” 上调目标价至64元

阿斯达克财经
Jul 11, 2025

汇丰环球研究发表报告指,在中美持续紧张局势下,半导体领域的中芯国际(00981.HK) 将脱颖而出,并将继续受益于本土化趋势带来的国内需求。虽然中芯国际因特定设备良率问题导致短期平均售价(ASP)面临挑战,但汇丰仍预期该公司表现优于市场。报告指出,鉴于更广泛的地缘政治条件下持续强化中国自给自足的推动力,汇丰认为中芯国际的本土化需求趋势带来更多上行空间,且中芯国际在2024年仅占中国晶圆代工市场总...

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