<p>CLSA 發佈報告重申對 LQKJ (688008.SH) 的高信心跑贏大盤評級 +7.530 (+3.784%)，同時對 GIGADEVICE (03986.HK) -14.500 (-2.718%)、SMIC (00981.HK) +0.800 (+1.069%) 空頭頭寸 $1.89B; 比率 11.444% 和 HUA HONG SEMI (01347.HK) +8.900 (+6.841%) 空頭頭寸 $679.53M; 比率 11.467% 的跑贏大盤評級。</p>
<p>該券商列出了中國半導體行業股票的投資評級和目標價格（TP）如下：</p>
<p>股票 | 投資評級 | 目標價格</p>
<p>LQKJ (688008.SH) +7.530 (+3.784%) A 股 | 高信心跑贏大盤 | RMB209.6</p>
<p>GIGADEVICE (603986.SH) +4.530 (+1.316%) A 股 | 跑贏大盤 | RMB399.5</p>
<p>GIGADEVICE (03986.HK) -14.500 (-2.718%) H 股 | 跑贏大盤 | HKD538</p>
<p>SMIC (688981.SH) +1.120 (+0.910%) A 股 | 跑贏大盤 | RMB152</p>
<p>SMIC (00981.HK) +0.800 (+1.069%) 空頭頭寸 $1.89B; 比率 11.444% H 股 | 跑贏大盤 | HKD93.3</p>
<p>HUA HONG (688347.SH) +7.400 (+4.868%) A 股 | 跑贏大盤 | RMB177.5</p>
<p>HUA HONG SEMI (01347.HK) +8.900 (+6.841%) 空頭頭寸 $679.53M; 比率 11.467% H 股 | 跑贏大盤 | HKD129.5</p>
<p>（香港股票報價延遲至少 15 分鐘。空頭數據截至 2026-05-06 16:25。）（A 股報價延遲至少 15 分鐘。）</p>

華虹公司

華虹半導體

半導體 3 倍做多 - Direxion

<p>CLSA 重申了對 LQKJ 的高度信心的跑贏大盤評級，以及對 GIGADEVICE、SMIC 和華虹半導體的跑贏大盤評級。報告中包括了這些股票的目標價格：LQKJ 為人民幣 209.6，GIGADEVICE 為人民幣 399.5，SMIC 為人民幣 152，華虹半導體為人民幣 177.5（A 股），並指出了各自的表現。空頭頭寸數據顯示，SMIC 和華虹半導體的活動顯著</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 發佈報告重申對 LQKJ (688008.SH) 的高信心跑贏大盤評級 +7.530 (+3.784%)，同時對 GIGADEVICE (03986.HK) -14.500 (-2.718%)、SMIC (00981.HK) +0.800 (+1.069%) 空頭頭寸 $1.89B; 比率 11.444% 和 HUA HONG SEMI (01347.HK) +8.900 (+6.841%) 空頭頭寸 $679.53M; 比率 11.467% 的跑贏大盤評級。</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>該券商列出了中國半導體行業股票的投資評級和目標價格（TP）如下：</p>
</div><p>Stock | Investment Rating | TP</p>
<div class="lb-trans"><p>股票 | 投資評級 | 目標價格</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 | 高信心跑贏大盤 | 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 | 跑贏大盤 | 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 | 跑贏大盤 | 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 | 跑贏大盤 | 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%) 空頭頭寸 $1.89B; 比率 11.444% H 股 | 跑贏大盤 | 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 | 跑贏大盤 | 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%) 空頭頭寸 $679.53M; 比率 11.467% H 股 | 跑贏大盤 | 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>（香港股票報價延遲至少 15 分鐘。空頭數據截至 2026-05-06 16:25。）（A 股報價延遲至少 15 分鐘。）</p>
</div>

里昂證券對中國半導體行業的評級和目標價格（表格）