GO
| HSI1 | 27,023.67 | -242.71 | 127.26B |
| HSCEI1 | 9,178.84 | -89.34 | 46.35B |
| Back Zoom + Zoom - Block Traded | |
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2026-02-12 10:36:55 Goldman Sachs released a report stating that the operating profit of SMIC (00981.HK) for 4Q25 beat expectations, and the revenue guidance for 1Q26 met expectations. The broker anticipated that the company will benefit this year from growing domestic customer demand, continuous capacity expansion, and product mix optimization. The demand growth for high-margin products is expected to surpass that of traditional products. In 2025, the company added a weekly capacity of 49,000 wafers (based on 12-inch wafers) while maintaining strong wafer yields, reflecting demand growth driven by the AI boom, supply chain restructuring opportunities, and the trend of "localized production". Based on a bullish growth outlook, Goldman Sachs expected SMIC to continue expanding production and advancing the transfer of advanced process technology. The target price was set at HKD134, with a Buy rating. ~ AASTOCKS Financial News Website: www.aastocks.com | |