大摩改口：SMIC上调目标价
ICCT·2025-02-13 05:19
February 12, 2025 03:23 PM GMT SMIC | Asia Pacific M Idea Subsidy and localization-driven growth amid rising depreciation; keep UW | What's Changed | | | | --- | --- | --- | | SMIC (0981.HK) | From | To | | Price Target | HK$20.30 | HK$38.00 | Driven by consumption subsidies and advanced node demand, revenue and gross margin guidance beat for 1Q25. Mature node price competition may intensify in 2H25. Consumption subsidies and tariff impacts will trigger revenue growth: SMIC guided for 6-8% revenue growth an ...