智通财经APP获悉，大和发布研报称，华虹半导体(01347)第三季净利润逊预期，受所得税及少数股权影响，但其他关键指标均好过该行预期。该行认为公司将受惠于下游需求增长，因而提高公司的议价能力及业务灵活性，推动产品组合、平均售价及利润率改善。此外，该行相信公司作为AI协同芯片的晶圆供应商，将受惠于明年AI发展势头持续。加上海外客户的“中国制造为中国市场”(China for China)策略，以及Fab5厂房并购带来的协同效应，该行将华虹的投资评级，由“持有”上调至“买入”，目标价由42港元上调至110港元。
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