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大行評級|花旗:上調華虹半導體目標價至17港元 評級為“沽售”
花旗發表報吿指,華虹半導體第二季銷售額為4.79億美元,毛利率為10.5%。經營虧損4,000萬美元,較該行和市場預期差。華虹指見到產能利用率在第二季完全復甦,並預期第三季銷售額為5億至5.2億美元,毛利率為10至12%。公司繼續擴充12吋產能,並預期第二座晶圓廠於明年第一季量產。報吿指,公司指引產能利用率於下半年至明年達到滿載。雖然公司進取的定價和國內需求將能夠支持其產能利用率,但該行對其獲利能力和毛利率前景持謹慎態度。該行對其評級為“沽售”,目標價由16港元升至17港元。
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