杰富瑞将中芯国际(SMIC)的目标价从57.00港元上调至87.00港元。上调理由包括:中芯国际解决了此前部分产品线存在的问题,产品结构更趋优化;同时该公司发布的四季度业绩指引符合预期。分析师Nick Cheng与Edison Lee在报告中写道:“我们认为,中芯国际在中国先进制程领域占据主导地位这一长期看涨逻辑依然成立。”杰富瑞基本维持对中芯国际的营收预期不变,但将 2025 年至 2027 年...
Source Link杰富瑞将中芯国际(SMIC)的目标价从57.00港元上调至87.00港元。上调理由包括:中芯国际解决了此前部分产品线存在的问题,产品结构更趋优化;同时该公司发布的四季度业绩指引符合预期。分析师Nick Cheng与Edison Lee在报告中写道:“我们认为,中芯国际在中国先进制程领域占据主导地位这一长期看涨逻辑依然成立。”杰富瑞基本维持对中芯国际的营收预期不变,但将 2025 年至 2027 年...
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