大行评级｜招银国际：上调华虹半导体目标价至48港元评级则降至“持有”

格隆汇2025-08-12

招银国际发表研究报告指，华虹半导体第二季收入按年升18.3%，按季增4.6%，表现符合公司指引及市场预期；毛利率为10.9%，胜于指引及市场预测。管理层相信产品均价将会稳定下来，同时预计第三季收入将介乎6.2亿至6.4亿美元。由于折旧的利淡因素，第三季和第四季的毛利率展望将保持平稳，范围介乎10%至12%之间，与第二季水平相若。整体而言，该行认为华虹半导体第二季表现良好，该股票在当前水平上是合理...

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大行评级｜招银国际：上调华虹半导体目标价至48港元 评级则降至“持有”

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大行评级｜招银国际：上调华虹半导体目标价至48港元评级则降至“持有”