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| HSI1 | 27,023.67 | -242.71 | 127.26B |
| HSCEI1 | 9,178.84 | -89.34 | 46.35B |
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2026-02-12 10:17:32 SMIC (00981.HK) is structurally well-positioned to benefit from the construction of AI compute power in mainland China, which helps offset the cyclical fluctuations in consumer demand, Morgan Stanley issued a research report saying. Therefore, the broker kept rating at Overweight on the Company and a target price of $80. SMIC guided its 1Q26 revenue to be flat QoQ, with a gross margin of 18-20%, slightly below forecasts, Morgan Stanley added. This reflects a cautious stance among some consumer-facing clients amid the upcycle of memory prices and concerns over visibility of end-demand. ~ AASTOCKS Financial News Website: www.aastocks.com | |