<p>CLSA 发布报告重申对 LQKJ (688008.SH) 的高信心跑赢大盘评级 +7.530 (+3.784%)，同时对 GIGADEVICE (03986.HK) -14.500 (-2.718%)、SMIC (00981.HK) +0.800 (+1.069%) 空头头寸 $1.89B; 比率 11.444% 和 HUA HONG SEMI (01347.HK) +8.900 (+6.841%) 空头头寸 $679.53M; 比率 11.467% 的跑赢大盘评级。</p>
<p>该券商列出了中国半导体行业股票的投资评级和目标价格（TP）如下：</p>
<p>股票 | 投资评级 | 目标价格</p>
<p>LQKJ (688008.SH) +7.530 (+3.784%) A 股 | 高信心跑赢大盘 | RMB209.6</p>
<p>GIGADEVICE (603986.SH) +4.530 (+1.316%) A 股 | 跑赢大盘 | RMB399.5</p>
<p>GIGADEVICE (03986.HK) -14.500 (-2.718%) H 股 | 跑赢大盘 | HKD538</p>
<p>SMIC (688981.SH) +1.120 (+0.910%) A 股 | 跑赢大盘 | RMB152</p>
<p>SMIC (00981.HK) +0.800 (+1.069%) 空头头寸 $1.89B; 比率 11.444% H 股 | 跑赢大盘 | HKD93.3</p>
<p>HUA HONG (688347.SH) +7.400 (+4.868%) A 股 | 跑赢大盘 | RMB177.5</p>
<p>HUA HONG SEMI (01347.HK) +8.900 (+6.841%) 空头头寸 $679.53M; 比率 11.467% H 股 | 跑赢大盘 | HKD129.5</p>
<p>（香港股票报价延迟至少 15 分钟。空头数据截至 2026-05-06 16:25。）（A 股报价延迟至少 15 分钟。）</p>

华虹公司

华虹半导体

半导体 3 倍做多 - Direxion

<p>CLSA 重申了对 LQKJ 的高度信心的跑赢大盘评级，以及对 GIGADEVICE、SMIC 和华虹半导体的跑赢大盘评级。报告中包括了这些股票的目标价格：LQKJ 为人民币 209.6，GIGADEVICE 为人民币 399.5，SMIC 为人民币 152，华虹半导体为人民币 177.5（A 股），并指出了各自的表现。空头头寸数据显示，SMIC 和华虹半导体的活动显著</p>

<p>CLSA issued a report reiterating its High-Conviction Outperform rating on LQKJ (688008.SH) +7.530 (+3.784%)  , as well as Outperform ratings on GIGADEVICE (03986.HK) -14.500 (-2.718%)  , SMIC (00981.HK) +0.800 (+1.069%)  Short selling $1.89B; Ratio 11.444%  and HUA HONG SEMI (01347.HK) +8.900 (+6.841%)  Short selling $679.53M; Ratio 11.467%  .</p>
<div class="lb-trans"><p>CLSA 发布报告重申对 LQKJ (688008.SH) 的高信心跑赢大盘评级 +7.530 (+3.784%)，同时对 GIGADEVICE (03986.HK) -14.500 (-2.718%)、SMIC (00981.HK) +0.800 (+1.069%) 空头头寸 $1.89B; 比率 11.444% 和 HUA HONG SEMI (01347.HK) +8.900 (+6.841%) 空头头寸 $679.53M; 比率 11.467% 的跑赢大盘评级。</p>
</div><p>The broker listed the investment ratings and target prices (TPs) for China's semiconductor sector stocks as follows:</p>
<div class="lb-trans"><p>该券商列出了中国半导体行业股票的投资评级和目标价格（TP）如下：</p>
</div><p>Stock | Investment Rating | TP</p>
<div class="lb-trans"><p>股票 | 投资评级 | 目标价格</p>
</div><p>LQKJ (688008.SH) +7.530 (+3.784%)  A shares | High-Conviction Outperform | RMB209.6</p>
<div class="lb-trans"><p>LQKJ (688008.SH) +7.530 (+3.784%) A 股 | 高信心跑赢大盘 | RMB209.6</p>
</div><p>GIGADEVICE (603986.SH) +4.530 (+1.316%)  A shares | Outperform | RMB399.5</p>
<div class="lb-trans"><p>GIGADEVICE (603986.SH) +4.530 (+1.316%) A 股 | 跑赢大盘 | RMB399.5</p>
</div><p>GIGADEVICE (03986.HK) -14.500 (-2.718%)  H shares | Outperform | HKD538</p>
<div class="lb-trans"><p>GIGADEVICE (03986.HK) -14.500 (-2.718%) H 股 | 跑赢大盘 | HKD538</p>
</div><p>SMIC (688981.SH) +1.120 (+0.910%)  A shares | Outperform | RMB152</p>
<div class="lb-trans"><p>SMIC (688981.SH) +1.120 (+0.910%) A 股 | 跑赢大盘 | RMB152</p>
</div><p>SMIC (00981.HK) +0.800 (+1.069%)  Short selling $1.89B; Ratio 11.444%  H shares | Outperform | HKD93.3</p>
<div class="lb-trans"><p>SMIC (00981.HK) +0.800 (+1.069%) 空头头寸 $1.89B; 比率 11.444% H 股 | 跑赢大盘 | HKD93.3</p>
</div><p>HUA HONG (688347.SH) +7.400 (+4.868%)  A shares | Outperform | RMB177.5</p>
<div class="lb-trans"><p>HUA HONG (688347.SH) +7.400 (+4.868%) A 股 | 跑赢大盘 | RMB177.5</p>
</div><p>HUA HONG SEMI (01347.HK) +8.900 (+6.841%)  Short selling $679.53M; Ratio 11.467%  H shares | Outperform | HKD129.5</p>
<div class="lb-trans"><p>HUA HONG SEMI (01347.HK) +8.900 (+6.841%) 空头头寸 $679.53M; 比率 11.467% H 股 | 跑赢大盘 | HKD129.5</p>
</div><p>(HK stocks quote is delayed for at least 15 mins.Short Selling Data as at 2026-05-06 16:25.) (A Shares quote is delayed for at least 15 mins.)</p>
<div class="lb-trans"><p>（香港股票报价延迟至少 15 分钟。空头数据截至 2026-05-06 16:25。）（A 股报价延迟至少 15 分钟。）</p>
</div>

里昂证券对中国半导体行业的评级和目标价格（表格）