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                            <h1 class="h6 herald-mod-h herald-color">Tag • 長鑫擴產</h1>
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                               title="大摩變心了！降評南亞科、華邦電　改捧旺宏目標價衝202元">
                                <img src="/uploads/images/20260320/217785e7ae50b941bb.png" alt="大摩變心了！降評南亞科、華邦電　改捧旺宏目標價衝202元"/>
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                                        大摩變心了！降評南亞科、華邦電　改捧旺宏目標價衝202元                                    </a>
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                                    <div class="meta-item herald-date"><span class="updated">2026-03-20</span>
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                                <p> 大摩最新出具報告，下修南亞科、華邦電評等與目標價，理由是DDR4報價雖大漲，但漲勢已開始收斂，加上長鑫擴產、力積電未來可能切入，後續供需將逐步改善；相較之下，大摩轉而看好舊型Flash供應缺口帶來的...</p>
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