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晶圆代工龙头加速拓产迎风来,13股机构预测上涨空间超40%

Leading wafer foundry accelerates expansion and is well-positioned for growth, with 13 institutions predicting a potential increase of over 40%.

Gelonghui Finance ·  Jun 9 09:10
On June 3-7, a total of 57 institutions conducted 419 ratings, with a total of 332 stocks covered by brokerage research reports and rated as "buy" (including buy, shareholding, strongly recommended, recommended). Six stocks were favored by brokerage institutions, among which China Huahong, Shenzhen Sunlord Electronics, Unilumin Group, Sino Wealth Electronic, and Sitronuw were upgraded to "buy" ratings by China Great Wall Securities; Connect Holdings was upgraded to a "buy" rating by China Post Securities. After two years of low-level operation, research firm Cebon Research estimates that the overall capacity utilization rate of major wafer plants is expected to increase sequentially in the second quarter. With the upcoming industry upswing cycle, Semiconductor Manufacturing International Corporation, China Huahong and other wafer plants are also actively expanding production. Among the stocks rated by 2 or more institutions this week, 13 stocks have a price increase space of more than 40% compared to the target price predicted by institutions; among them, Befar Group has a predicted price increase space of more than 80%.

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