00522

兆易创新

澜起科技

华虹半导体

中芯国际

华虹公司

<p>CLSA 发布了一份关于半导体股票的报告，提供了投资评级和目标价格（TP）。主要股票包括澜起科技（买入，HKD447.2）、兆易创新（跑赢大盘，HKD782.3）、ASMPT（跑赢大盘，HKD182.7）、比仁科技（跑赢大盘，HKD67.4）、中芯国际（跑赢大盘，HKD94.1）和华虹半导体（跑赢大盘，HKD147.6）。空头卖出数据表明这些股票的比例各不相同</p>

<p>CLSA published a research report listing its investment ratings and TPs for semiconductor stocks as follows:</p>
<div class="lb-trans"><p>CLSA 发布了一份研究报告，列出了其对半导体股票的投资评级和目标价，如下所示：</p>
</div><p>Stock | Investment Rating | TP (HKD)</p>
<div class="lb-trans"><p>股票 | 投资评级 | 目标价 (港元)</p>
</div><p>MONTAGE TECH (06809.HK) +5.200 (+1.102%)  | Conviction List Buy | HKD447.2</p>
<div class="lb-trans"><p>MONTAGE TECH (06809.HK) +5.200 (+1.102%)  | 确定性买入 | 港元 447.2</p>
</div><p>GIGADEVICE (03986.HK) +56.000 (+7.198%)  | Outperform | HKD782.3</p>
<div class="lb-trans"><p>GIGADEVICE (03986.HK) +56.000 (+7.198%)  | 超越大盘 | 港元 782.3</p>
</div><p>ASMPT (00522.HK) +24.600 (+13.326%)  Short selling $40.35M; Ratio 5.633%  | Outperform | HKD182.7</p>
<div class="lb-trans"><p>ASMPT (00522.HK) +24.600 (+13.326%)  空头头寸 $40.35M; 比率 5.633%  | 超越大盘 | 港元 182.7</p>
</div><p>BIREN TECH (06082.HK) +2.420 (+4.951%)  Short selling $16.44M; Ratio 5.757%  | Outperform | HKD67.4</p>
<div class="lb-trans"><p>BIREN TECH (06082.HK) +2.420 (+4.951%)  空头头寸 $16.44M; 比率 5.757%  | 超越大盘 | 港元 67.4</p>
</div><p>SMIC (00981.HK) +7.500 (+9.393%)  Short selling $1.35B; Ratio 8.174%  | Outperform | HKD94.1</p>
<div class="lb-trans"><p>SMIC (00981.HK) +7.500 (+9.393%)  空头头寸 $1.35B; 比率 8.174%  | 超越大盘 | 港元 94.1</p>
</div><p>HUA HONG SEMI (01347.HK) +15.600 (+11.991%)  Short selling $1.27B; Ratio 19.082%  | Outperform | HKD147.6</p>
<div class="lb-trans"><p>HUA HONG SEMI (01347.HK) +15.600 (+11.991%)  空头头寸 $1.27B; 比率 19.082%  | 超越大盘 | 港元 147.6</p>
</div><p>(ha/u)(HK stocks quote is delayed for at least 15 mins.Short Selling Data as at 2026-05-22 16:25.)</p>
<div class="lb-trans"><p>(ha/u)(香港股票报价延迟至少 15 分钟。空头数据截至 2026-05-22 16:25。)</p>
</div>

里昂证券对半导体行业的评级和目标价格（表格）