摩根大通发布研报称, 中芯国际 (74.6,0.60,0.81%)(00981)股价在第三季显著上升,因公司作为内地领先的晶圆代工生产增长指标,支持AI芯片国产化生产。不过,该行认为需要见到实际盈利数据,才能支持估值持续溢价,而在未来6至12个月内实现的可能性较低。该行维持谨慎看法,续予“减持”评级,将2026及27年每股盈利预测分别上调8%及42%,目标价由36港元上调至57港元。该行指,即使...
Source Link摩根大通发布研报称, 中芯国际 (74.6,0.60,0.81%)(00981)股价在第三季显著上升,因公司作为内地领先的晶圆代工生产增长指标,支持AI芯片国产化生产。不过,该行认为需要见到实际盈利数据,才能支持估值持续溢价,而在未来6至12个月内实现的可能性较低。该行维持谨慎看法,续予“减持”评级,将2026及27年每股盈利预测分别上调8%及42%,目标价由36港元上调至57港元。该行指,即使...
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