高盛发表报告，将华虹半导体的评级从“中性”升至“买入”，目标价上调28%至68.1港元，看好理由包括AI应用带来新增长机遇(数据中心电源管理芯片、边缘AI设备成熟制程芯片)，过去数季度高产能利用率支撑价格改善，国内客户需求扩张及中国制造为中国趋势推动长期需求，以及持续的产能扩张与技术节点升级(预计2027年导入28纳米)。在中国半导体板块中，高盛更青睐具AI及先进技术曝光度且竞争格局较温和的企业。 【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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