【杰富瑞大幅上调中芯国际目标价及评级】杰富瑞将中芯国际目标价提升 1.3 倍,从 27 港元涨至 62 港元,评级也升至买入。去年第四季中芯国际毛利率表现优于预期,受产品组合影响,今年首季毛利率及收入指引均超预期,今年资本开支整体持平。中美关系紧张使中芯国际先进节点产能扩张成为中国人工智能游戏关键一环,其产能提升将带动高于成本的营业额或利润增长。新目标价等同市账率 3 倍,富瑞还上调 2026 ...
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