港股研究社讯,大和资本近期对 中芯国际 (00981)进行了评级调整。大和发布的研究报告中指出,因估值过高,该行决定将中芯国际的评级下调至“沽售”,但出人意料地将其目标价由27港元上调至29港元。大和表示,尽管上调了目标价,但基于与管理层同样的担忧,即需求透支可能对其2026年的业务构成压力,因此下调了对中芯国际明年业绩的预测。该行特别指出,中芯国际今年资本支出同比持平的指引令其感到意外。大和原本...
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