大摩：升上海复旦目标价至47.3港元料FPGA行业持续增长

智通财经2025-12-09

摩根士丹利发布研报称，今年首三季，可编程化芯片(FPGA)企业表现稳固，其中上海复旦(01385)及紫光国微（002049）(002049.SZ)收入分别同比升13%及15%。该行维持上海复旦“增持”评级，目标价由32.8港元升至47.3港元;2025年每股盈利预测下调38%，主要因库存减值，同时将2026及27年预测分别上调1%及4%，基于FPGA销售较强。　　另外，该行亦维持紫光国微“减持”...

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大摩：升上海复旦目标价至47.3港元 料FPGA行业持续增长

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大摩：升上海复旦目标价至47.3港元料FPGA行业持续增长