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神走位之赵四

$中芯国际(00981)$ 这财报算什么水平？求解

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华尔街的同志们
2019-02-15
华尔街的同志们
总的说来，2018年营收增长，毛利率下降。
营收同比q3季度下降了，毛利率跌的比较狠，关键要看为什么。环比18年q4营收没变。那么按18年2月港股大盘峰顶的价格看要值接近11块了，而按今年10月左右港股大盘谷底的价格算，不超过5块。

这些都是单纯的数据，没啥意义，关注的重点还是：
1毛利率为什么降下来？是科研去了还是其他支出？
2未来走势，你是否看好14nm量产以及nb的光刻机就位后的7nm。
- 华尔街的同志们回复等风也等你丶:
  看你，这种芯片股吃的就是研发跟不跟得上，股价一年翻倍一年腰斩是很正常的事，具体参考amd波形。目前他是台积电的约1/40，台积电是技术第一梯队。追上了肯定翻倍，追不上要多惨有多惨。我说这么多肯定是自己买了，1/5仓，怕财报好先入了，虽然追涨很不理智。但只入这么多是准备抄不可抗力的跌（1财报2和谈3大盘）。剩下的听天由命，价值投资，至少有放半年的准备。
- 等风也等你丶:
  能买不。
- 神走位之赵四:
  谢谢您！
神走位之赵四
2019-02-15
神走位之赵四
亏2个点可能会跌的更多我也不出了。支持一下国芯
华尔街的同志们
2019-02-15
华尔街的同志们
3中美贸易战，会不会像搞华为联想一样搞它

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