高盛上调中芯国际和华虹半导体港股目标价 因AI生态扩大带动需求

Core Viewpoint - Goldman Sachs raised the target prices for SMIC and Hua Hong Semiconductor, citing the expanding AI ecosystem in China as an opportunity for the semiconductor industry [1] Group 1: Target Price Adjustments - The target price for both SMIC and Hua Hong Semiconductor has been increased to HKD 117, up from previous targets of HKD 95 and HKD 87 respectively [1] Group 2: Industry Outlook - Analysts, including Allen Chang, expect that with the development of domestic AI solutions, from models to semiconductors, SMIC and Hua Hong Semiconductor will become leading foundries in China and benefit in the long term [1]