您的浏览器禁用了JavaScript(一种计算机语言,用以实现您与网页的交互),请解除该禁用,或者联系我们。 [未知机构]:华虹半导体 1347.HK 虽然市场关注点在于 - 发现报告

华虹半导体 1347.HK 虽然市场关注点在于

2026-08-18 未知机构 健康🧧
报告封面

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.