华虹半导体(01347.HK)股价今日盘中大涨5.07%,引发市场广泛关注。
消息面上,券商机构看好华虹半导体的未来发展。交银国际维持该股"买入"评级,并将目标价上调至32港元。交银国际表示,华虹半导体2024年第四季业绩符合预期,收入5.39亿美元略高于预期,毛利率11.4%略低于预期。管理层对2025年第一季收入和毛利率均给出了谨慎乐观的指引。
此外,华虹半导体新任总裁白鹏博士拥有30年半导体制造行业经验,交银国际认为其新战略有望推动产品创新、技术升级和供应链国产化等,提升公司在激烈竞争中产品定价能力。而华虹半导体未来也有望间接受益于AI周期带来的服务器配套硬件需求上升。
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