【高盛：下调华虹半导体目标价1% 评级降至“中性”】金十数据2月17日讯，高盛发报告指，考虑到华虹半导体(01347.HK)2024年业绩，将其今明两年每股盈测均下调1%，同时下调2027-2029年每股盈测3%。该行表示，主因定价压力及折旧与摊销的增加影响集团盈利增长。报告表示，高盛同时下调集团2025-2029年收入预测，幅度介乎5%-0%，毛利率预测调低2个百分点至0个百分点，营运利润预测同调低11%-33%。其中，净收入的变动比营运利润轻微，因该行考虑到少数股东权益的影响增加，及新晶圆厂的亏损将由合资公司的其他股东共同分担。随着盈利更新，高盛轻微下调华虹半导体目标价1%，由31.3港元降至31港元。因集团相对新目标价的上涨幅度相对温和，故将其评级由“买入”下调至“中性”。
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