大行评级丨大摩：调高中芯国际评级至增持，目标价大幅提升至80港元_老虎社区_美港股上老虎

大行评级丨大摩：调高中芯国际评级至增持，目标价大幅提升至80港元

格隆汇10-21

格隆汇10月21日｜摩根士丹利将中芯国际(0981.HK)评级由“与大市同步”调高至“增持”，并将目标价由40港元大幅提升至80港元。大摩报告指出，中国人工智能(AI)应用的快速普及，以及对本土人工智能GPU的政策支持，将在未来两年显著提振本土对先进制程晶圆代工的需求。鉴于国产AI芯片需求强劲，上调中国AI GPU销售收入预测，2024至2027年复合年增长率预计为62%。

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qiughjuy
·10-21
真不要脸
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大卫_8752
·10-21
已经76了，从40调到80？笑话呢
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