【券商聚焦】高盛重申中芯国际(00981)买入评级目标价33.3港元_老虎社区_美港股上老虎

【券商聚焦】高盛重申中芯国际(00981)买入评级目标价33.3港元

凤凰网港股2021-06-16

凤凰网港股|高盛发研报指，该行认为40nm工艺节点是中芯国际在2021-22年的主要增长驱动因素之一。该行预计公司在2021/22年收入分别上升32%/27%，基于客户对CIS、WiFi、Bluetooth、MCU、RF的需求推动；以及从55nm迁移到40nm的产品，如ISP和高压显示驱动器芯片。高盛对40nm进行建模分析，预计其在2021/22贡献占比分别为收入总额的16%/18%，及毛利总额的...

网页链接

免责声明：本文观点仅代表作者个人观点，不构成本平台的投资建议，本平台不对文章信息准确性、完整性和及时性做出任何保证，亦不对因使用或信赖文章信息引发的任何损失承担责任。

空不异色
·2021-06-16
看起981又有麻烦了[财迷] [财迷] [财迷]
回复
点赞
举报

热议股票

7x24

全部

关于我们·老虎社区守则·老虎社区账号管理规范·老虎社区服务协议·老虎社区隐私政策

公司名称：北京至简风宜信息技术有限公司

违法和不良信息投诉：010-5681-3562（工作时间9:30-18:30）

邮箱：service@laohu8.com

营业执照：91110105MA01A4U55R

ICP备：京ICP备18016422号

网安备：京公网安备11010502036490

关注我们

{"i18n":{"language":"zh_CN"},"data":{"share":"https://www.laohu8.com/m/news/2143099766?lang=zh_CN&edition=full","thumbnail":"https://static.tigerbbs.com/4b6684517506a0b0f4c4c5a1c4889261","is_english":false,"pubTime":"2021-06-16 09:36","share_image_url":"https://static.laohu8.com/9a95c1376e76363c1401fee7d3717173","id":"2143099766","market":"hk","top_or_hot":-1,"title":"【券商聚焦】高盛重申中芯国际(00981)买入评级 目标价33.3港元","media":"凤凰网港股","content":"<div>\n<p>凤凰网港股|高盛发研报指，该行认为40nm工艺节点是中芯国际在2021-22年的主要增长驱动因素之一。该行预计公司在2021/22年收入分别上升32%/27%，基于客户对CIS、WiFi、Bluetooth、MCU、RF的需求推动；以及从55nm迁移到40nm的产品，如ISP和高压显示驱动器芯片。高盛对40nm进行建模分析，预计其在2021/22贡献占比分别为收入总额的16%/18%，及毛利总额的...</p>\n\n<a href=\"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN2021061609364579c697fb&s=b\">网页链接</a>\n\n</div>\n","source":"tencent","html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>【券商聚焦】高盛重申中芯国际(00981)买入评级 目标价33.3港元</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n【券商聚焦】高盛重申中芯国际(00981)买入评级 目标价33.3港元\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-06-16 09:36 北京时间&nbsp;&nbsp;&nbsp;<a href=http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN2021061609364579c697fb&s=b><strong>凤凰网港股</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>凤凰网港股|高盛发研报指，该行认为40nm工艺节点是中芯国际在2021-22年的主要增长驱动因素之一。该行预计公司在2021/22年收入分别上升32%/27%，基于客户对CIS、WiFi、Bluetooth、MCU、RF的需求推动；以及从55nm迁移到40nm的产品，如ISP和高压显示驱动器芯片。高盛对40nm进行建模分析，预计其在2021/22贡献占比分别为收入总额的16%/18%，及毛利总额的...</p>\n\n<a href=\"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN2021061609364579c697fb&s=b\">网页链接</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","isBrief":false,"type":0,"news_type":1,"symbol":null,"symbol_name":null,"start_time":0,"source_url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN2021061609364579c697fb&s=b","article_id":"2143099766","we_media_id":null,"thumbnails":["https://static.tigerbbs.com/4b6684517506a0b0f4c4c5a1c4889261"],"rights":{"source":"tencent","url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN2021061609364579c697fb&s=b","rn_cache_url":null,"customStyle":"body{padding-top:10px;}#news_title{font-weight:bold;#titleStyle#;}#news_description span{font-size:12px;#descriptionStyle#;}.footer-note{#statement#}","selectors":".mod-LoadTzbdNews, body","filters":".relate-stock, .hot-list, .recom-box, .wx-sou","directOrigin":true},"url":"https://stock-news.laohu8.com/highlight/detail?id=2143099766","pubTimestamp":1623807394,"sourceInfo":{"source_id":"tencent","name":"腾讯"},"weMediaInfo":null,"summary":"凤凰网港股|高盛发研报指，该行认为40nm工艺节点是中芯国际在2021-22年的主要增长驱动因素之一。该行预计公司在2021/22年收入分别上升32%/27%，基于客户对CIS、WiFi、Bluetooth、MCU、RF的需求推动；以及从55nm迁移到40nm的产品，如ISP和高压显示驱动器芯片。高盛对40nm进行建模分析，预计其在2021/22贡献占比分别为收入总额的16%/18%，及毛利总额的19%/21%。鉴于成熟节点的强劲需求、有利的价格趋势和当地设计公司客户不断增长的需求，该行维中芯国际(00981)买入评级，目标价33.3港元不变。","collect":0,"end_time":0,"defaultTopTitle":"qq.com","property":["rate"],"viewcount":null,"language":"zh","relate_stocks":{},"translate_title":"[Brokerage Focus] Goldman Sachs reiterated that Semiconductor Manufacturing International Corporation (00981) bought the rating target price of HK $33.3","themeId":null,"isJumpTheme":false,"ttsUrl":null,"symbols_score_info":{"688981":1,"00981":1,"SMI":1},"content_text":"凤凰网港股|高盛发研报指，该行认为40nm工艺节点是中芯国际在2021-22年的主要增长驱动因素之一。该行预计公司在2021/22年收入分别上升32%/27%，基于客户对CIS、WiFi、Bluetooth、MCU、RF的需求推动；以及从55nm迁移到40nm的产品，如ISP和高压显示驱动器芯片。高盛对40nm进行建模分析，预计其在2021/22贡献占比分别为收入总额的16%/18%，及毛利总额的19%/21%。鉴于成熟节点的强劲需求、有利的价格趋势和当地设计公司客户不断增长的需求，该行维中芯国际(00981)买入评级，目标价33.3港元不变。","kind":null,"is_publish_news":true,"is_publish_highlight":false,"is_publish_live":false,"is_publish_wemedia":null,"editions":null,"column":"","sentiment":"0","news_tag":"","news_rank":0,"symbols":[],"gpt_button":0},"commentList":[{"id":169062713,"gmtCreate":1623809514432,"gmtModify":1623809514432,"author":{"id":"3518225366983001","authorId":"3518225366983001","name":"空不异色","avatar":"https://static.tigerbbs.com/3895c1c9955924c14d758fd29333e4f3","vip":1,"crmLevel":1,"crmLevelSwitch":0,"idStr":"3518225366983001","authorIdStr":"3518225366983001"},"htmlText":"看起981又有麻烦了[财迷]&nbsp;[财迷]&nbsp;[财迷]&nbsp;","listText":"看起981又有麻烦了[财迷]&nbsp;[财迷]&nbsp;[财迷]&nbsp;","text":"看起981又有麻烦了[财迷] [财迷] [财迷]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/169062713","repostId":2143099766,"repostType":2,"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"langContent":"CN"}],"hasMoreComments":true,"newsSizeData":{"likeSize":1,"commentSize":1,"repostSize":0,"favoriteSize":0,"likeStatus":false,"favoriteStatus":false}}