美国银行:能见度和定价权稳固,首予格芯“买入”评级

. 美国银行:能见度和定价权稳固,首予格芯(GFS.US)“买入”评级
智通财经APP获悉,美国银行分析师Vivek Arya首次覆盖格芯 Globalfoundries Inc (NASDAQ:GFS),予“买入”评级,目标价为88美元,较当前股价有约40%的上涨空间。
Arya认为,格芯作为美国第一大外包芯片制造商或代工企业,处于“独特的位置”,将从中受益。在智能移动设备、物联网、汽车和数据中心等700亿美元的潜在市场机遇中,该公司占有10%的份额,而且“具有稳固的能见度和定价权”。
截至发稿,格芯盘前涨超4%,报64.77美元。此前,该公司与福特汽车(F.US)签署合作开发芯片的协议。
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