大行评级丨里昂:上调中芯国际AH股目标价,维持“跑赢大市”评级

格隆汇
Aug 17
里昂发表报告指,中芯国际第二季营收与毛利率均优于指引上限,第三季指引亦高于市场预期。公司将第二季出货增长受惠于产能爬升,以及AI相关芯片订单拉动。中芯国际对需求前景乐观,受AI、海外订单回流与国产化驱动。此外,公司预期晶圆价格至少在2026年全年维持稳定。该行上调对中芯国际2026至28年盈利预估分别69%、44%及38%,并将H股/A股目标价由94.1港元/153.4元上调至97.5港元/180.2元,维持“跑赢大市”评级。

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