中银国际发表研究报告指，华虹半导体(01347.HK) 上季业绩令市场失望，激烈竞争影响短期业绩。虽然收入符合预期，惟因应价格持续受压和高额的研究及启动成本，令营业亏损再次高达4,900万美元。尽管终端需求稳健，但由于新产能带来的高额折旧摊销，今年首季毛利率指引仅为9至11%，较市场预期低3个百分点。
不过，中银国际预期，华虹将受惠于DeepSeek人工智能基础设施加速潜力、汽车及工业库存调整周期结束及芯片本地化需求，整体估值水准将持续获上调。该行维持该股“买入”评级，目标价30.1元。(sl/w)(港股报价延迟最少十五分钟。沽空资料截至 2025-02-14 16:25。)
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