中银国际发表研究报告指，中芯国际(00981.HK) 上季业绩符合预期，当中毛利率超出指引范围上限。公司管理层预期这势头将在今年首季持续，惟下半年或将受压，源于需求提前的影响以及行业产能供应增加。
该行表示，中芯过去12个月股价已累升逾2.3倍，以市账率计估值已升至2.3倍创历史高位。由于短期内的风险回报吸引力下降，加上需等待更好的买入时机，将其评级由“买入”下调至“持有”，H股目标价由31.5元升至50.4元。(sl/da)(港股报价延迟最少十五分钟。沽空资料截至 2025-02-12 16:25。)
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