高盛：升华虹半导体评级至“买入” 目标价上调至68.1港元

智通财经2025-09-18

高盛发布研报称，将华虹半导体(01347)评级从“中性”升至“买入”，目标价上调28%至68.1港元。看好理由包括AI应用带来新增长机遇(数据中心电源管理芯片、边缘AI设备成熟制程芯片)，过去数季度高产能利用率支撑价格改善，国内客户需求扩张及“中国制造为中国”趋势推动长期需求，以及持续的产能扩张与技术节点升级(预计2027年导入28纳米)。　　华虹现价对应2026年预测市盈率43倍，处于历史估值...

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