$中芯国际(0098_老虎社区_美港股上老虎 - 老虎社区

$中芯国际(00981)$$华虹半导体(01347)$与华虹相比，中芯国际好弱呀

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人民币美元一起赚
2021-08-02
人民币美元一起赚
只是资本可以打压中国半导体热情而已，问题是国家已经让中芯国际在科创板上市融到钱进行大规模扩张，未来不再缺乏资金发展，未来人民币自由流通的时候两边不可能允许存在这个价格差，自然只能港股中芯估值靠向a股估值
- 人民币美元一起赚回复天王山:
  我是觉得港股看空中芯的资本太过分了，明显这个鸿沟已经超出合理范围之外了，我闭着眼睛投进来根本不用看港股短期走势，甚至不用看短期业绩和市场占有率，光这个非理性差价就够我赚一笔
- 天王山回复人民币美元一起赚:
  我是盼着他能做出7纳米出来 [开心] [开心] [开心]
- 人民币美元一起赚回复天王山:
  就是人民币自由流通，中国金融市场对外开放，股市两边估值将持平，你看港股和美股关于阿里的估值差异没这么大，因为香港和美国金融市场开放。
  
  一旦开放两边估值必须一个靠向另外一个，如果中芯国际做的太烂说明港股估值合理，只能a股估值靠向港股，港股是按照市盈率估值可能更合理，但是这是不可能的，占据全球最大芯片需求市场优势中芯国际未来怎么也得规模超越台积电，所以说明a股估值市梦率方法更合理
- 天王山:
  没清楚你说的人民币自由流通的问题呢
Fred_6810
2021-08-03
Fred_6810
华虹走势怎么强了，没看懂

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