智通财经APP获悉，高盛发布研报称，随着10月另一轮国家补贴发放，下半年中国消费电子及智能手机需求保持稳定，未见显著下跌。尽管消费电子及智能手机贡献66%收入，该行对中芯国际(00981)中长期订单扩张持乐观态度，受惠下游客户市占增长及电子设备中半导体含量升级，特别是人工智能功能加速部署。该行维持对中芯“买入”评级，上调估值基础，由预测2028年市盈率45.2倍升至51.1倍，H股目标价由原先83.5港元升至95港元。
该行维持对中芯2025年至2027年盈利预测基本不变，2028年至2029年每股盈测各上调1%，受惠收入和毛利率预测获上调。该行亦对中芯2028年至2029年收入预测各上调0.1%，基于对中芯来自人工智能消费电子需求持更乐观展望。该行亦将中芯2028年及29年毛利率预测各上调0.1个百分点，因预期更高产能利用率将带来更好利润率。在经营费用预测基本不变下，上调中芯2028年及2029年经营溢利预测各1%。
Disclaimer: Investing carries risk. This is not financial advice. The above content should not be regarded as an offer, recommendation, or solicitation on acquiring or disposing of any financial products, any associated discussions, comments, or posts by author or other users should not be considered as such either. It is solely for general information purpose only, which does not consider your own investment objectives, financial situations or needs. TTM assumes no responsibility or warranty for the accuracy and completeness of the information, investors should do their own research and may seek professional advice before investing.