中芯国际维持“买入”评级，目标价134港元

高盛02-12

一、高盛维持中芯国际 “买入”评级高盛发布研报，维持对中芯国际(00981)的“买入”评级，并给予H股目标价134港元，相当于预测2028年市盈率71.6倍。同时，A股目标价被定为241.6元人民币，较H股估值溢价196%。高盛认为，中芯国际长期增长前景乐观，主要得益于本土无晶圆厂客户需求的增长以及人工智能(AI)带来的市场机遇。二、去年第四季度业绩表现超预期中芯国际去年第四季度收入达到25...

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