里昂：维持中芯国际(00981)跑赢大市评级目标价大举升至93.3港元

智通财经11-17

智通财经APP获悉，里昂发布研报称，中芯国际(00981)第四季指引大致符合市场预期，虽然为传统淡季，但相信第四季需求仍将保持强劲，目前产能利用率及晶圆生产均好过第四季指引，预测2025年资本开支将同比持平或略增，将2025至2027年盈利预测上调5%至22%，以反映毛利率预期上调，并将H股目标价从58.8港元上调至93.3港元，维持“跑赢大市”。该行指，中芯第三季业绩胜预期，收入按季增长7.8%...

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里昂：维持中芯国际(00981)跑赢大市评级 目标价大举升至93.3港元

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里昂：维持中芯国际(00981)跑赢大市评级目标价大举升至93.3港元