个股转发高盛 华虹宏力H-9

经查，今天15:10分大群发布，原文如下： Hua Hong (1347.HK): While the Street focuses on slightly softerrevenue guidance, GIR Allenhighlights the Q3 GM guidance of16%-18%, which comfortably beats consensus estimates.GIR isstructurally more positive on Hua Hong's ASP in 2H26/2027 due toproduct mixupgrades and cost reduction efforts, raising the 12-month target price to HK$335. 华虹半导体(1347.HK):虽然市场关注点在于略微疲软的营收指引I，但GIR分析师Allen强调了其第三季度16%-18%的毛利率指引，这轻松超过了市场共识预期。由于产品组合升级和降本增效，GIR对华虹2026下半年及2027年的平均售价(ASP)持结构性乐观态度，并将12个月目标价上调至33.5港元。