高盛：上调SMIC
ICCT·2025-02-13 05:19
12 February 2025 | 7:30PM HKT SMIC (0981.HK) Up to Buy on solid progress, capex guidance | 0981.HK | 12m Price Target: HK$62.70 | Price: HK$45.30 | Upside: 38.4% | | --- | --- | --- | --- | | 688981.SS | 12m Price Target: Rmb157.50 | Price: Rmb100.86 | Upside: 56.2% | We are bullish on SMIC's long-term growth trajectory as we expect it to be supported by continuous demand for localized production. SMIC's management expects stable capex YoY in 2025E, despite the Street's concerns about a slowdown (2025E cape ...