摩根士丹利发表研究报告，认为上海复旦对被美国列入贸易黑名单导致供应链中断已做好充分准备，公司自2023年起开始在本地晶圆厂进行晶圆流片，并逐步将FPGA生产转移至大陆。该行认为需求方面影响有限，因去年海外销售仅占公司总收入6%。然而，短期可能出现沽售压力，因美国的资产管理公司将被禁止交易上海复旦的股份。该行现予目标价32.8港元及“增持”评级。 【免责声明】本文仅代表作者本人观点，与和讯网无关。和讯网站对文中陈述、观点判断保持中立，不对所包含内容的准确性、可靠性或完整性提供任何明示或暗示的保证。请读者仅作参考，并请自行承担全部责任。邮箱：news_center@staff.hexun.com
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