【券商聚焦】高盛重申中芯国际(00981)买入评级目标价37.6港元_老虎社区_美港股上老虎

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class=\"title\">\n【券商聚焦】高盛重申中芯国际(00981)买入评级 目标价37.6港元\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-12-03 09:46 北京时间&nbsp;&nbsp;&nbsp;<a href=http://hknews.szfuit.com/newRssInfo/feed?original_id=460fcc4262b050cc149d5858b27b5e3f><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，捷捷微电(300623)发公告，指公司与绍兴中芯集成电路制造股份有限公司（中芯国际占有19.6的股份）签订战略合框架作协议，在中低压SGT MOSFET、高压IGBT与SJ MOSFET晶圆及IPM、PM等封装领域展开全面战略合作。高盛称，这与该行对中芯国际和中国半导体行业的积极看法相一致，因为其显示了当地客户对IGBT和MOSFET的强劲需求。这也意味着到2022年，...</p>\n\n<a 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href=\"https://laohu8.com/S/00981\">中芯国际</a>(00981)买入评级，目标价37.6港元。</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/4b6684517506a0b0f4c4c5a1c4889261","relate_stocks":{"688981":"中芯国际","00981":"中芯国际","SMI":"VanEck HIP Sustainable Muni ETF"},"source_url":"http://hknews.szfuit.com/newRssInfo/feed?original_id=460fcc4262b050cc149d5858b27b5e3f","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2188451335","content_text":"凤凰网港股|高盛发研报指，捷捷微电(300623)发公告，指公司与绍兴中芯集成电路制造股份有限公司（中芯国际占有19.6的股份）签订战略合框架作协议，在中低压SGT MOSFET、高压IGBT与SJ MOSFET晶圆及IPM、PM等封装领域展开全面战略合作。高盛称，这与该行对中芯国际和中国半导体行业的积极看法相一致，因为其显示了当地客户对IGBT和MOSFET的强劲需求。这也意味着到2022年，半导体产能依然保持紧张，这与该行近期对铸造厂和半导体企业调研结果相一致。鉴于成熟节点的强劲需求、有利组合的利润率改善以及当地设计公司客户的需求不断增长，高盛重申中芯国际(00981)买入评级，目标价37.6港元。","news_type":1},"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"langContent":"CN"},{"id":601158579,"gmtCreate":1638500610290,"gmtModify":1638500610382,"author":{"id":"4095237511427410","authorId":"4095237511427410","name":"Sam 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MOSFET晶圆及IPM、PM等封装领域展开全面战略合作。高盛称，这与该行对中芯国际和中国半导体行业的积极看法相一致，因为其显示了当地客户对IGBT和MOSFET的强劲需求。鉴于成熟节点的强劲需求、有利组合的利润率改善以及当地设计公司客户的需求不断增长，高盛重申中芯国际买入评级，目标价37.6港元。","content":"<html><body><p>凤凰网港股|<a href=\"https://laohu8.com/S/GS\">高盛</a>发研报指，<a href=\"https://laohu8.com/S/300623\">捷捷微电</a>(300623)发公告，指公司与绍兴中芯集成电路制造股份有限公司（<a href=\"https://laohu8.com/S/SMI\">中芯国际</a>占有19.6的股份）签订战略合框架作协议，在中低压SGT MOSFET、高压IGBT与SJ MOSFET晶圆及IPM、PM等封装领域展开全面战略合作。</p><p>高盛称，这与该行对<a href=\"https://laohu8.com/S/688981\">中芯国际</a>和中国半导体行业的积极看法相一致，因为其显示了当地客户对IGBT和MOSFET的强劲需求。这也意味着到2022年，半导体产能依然保持紧张，这与该行近期对铸造厂和半导体企业调研结果相一致。</p><p>鉴于成熟节点的强劲需求、有利组合的利润率改善以及当地设计公司客户的需求不断增长，高盛重申<a href=\"https://laohu8.com/S/00981\">中芯国际</a>(00981)买入评级，目标价37.6港元。</p></body></html>","collect":0,"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37.6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{ 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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37.6港元\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1039806269\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/b6fb647077f1ce46dc341fc35c26e817);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">凤凰网港股 </p>\n<p class=\"h-time\">2021-12-03 09:46</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><body><p>凤凰网港股|<a href=\"https://laohu8.com/S/GS\">高盛</a>发研报指，<a href=\"https://laohu8.com/S/300623\">捷捷微电</a>(300623)发公告，指公司与绍兴中芯集成电路制造股份有限公司（<a href=\"https://laohu8.com/S/SMI\">中芯国际</a>占有19.6的股份）签订战略合框架作协议，在中低压SGT MOSFET、高压IGBT与SJ MOSFET晶圆及IPM、PM等封装领域展开全面战略合作。</p><p>高盛称，这与该行对<a href=\"https://laohu8.com/S/688981\">中芯国际</a>和中国半导体行业的积极看法相一致，因为其显示了当地客户对IGBT和MOSFET的强劲需求。这也意味着到2022年，半导体产能依然保持紧张，这与该行近期对铸造厂和半导体企业调研结果相一致。</p><p>鉴于成熟节点的强劲需求、有利组合的利润率改善以及当地设计公司客户的需求不断增长，高盛重申<a href=\"https://laohu8.com/S/00981\">中芯国际</a>(00981)买入评级，目标价37.6港元。</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/4b6684517506a0b0f4c4c5a1c4889261","relate_stocks":{"688981":"中芯国际","00981":"中芯国际","SMI":"VanEck HIP Sustainable Muni ETF"},"source_url":"http://hknews.szfuit.com/newRssInfo/feed?original_id=460fcc4262b050cc149d5858b27b5e3f","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2188451335","content_text":"凤凰网港股|高盛发研报指，捷捷微电(300623)发公告，指公司与绍兴中芯集成电路制造股份有限公司（中芯国际占有19.6的股份）签订战略合框架作协议，在中低压SGT MOSFET、高压IGBT与SJ MOSFET晶圆及IPM、PM等封装领域展开全面战略合作。高盛称，这与该行对中芯国际和中国半导体行业的积极看法相一致，因为其显示了当地客户对IGBT和MOSFET的强劲需求。这也意味着到2022年，半导体产能依然保持紧张，这与该行近期对铸造厂和半导体企业调研结果相一致。鉴于成熟节点的强劲需求、有利组合的利润率改善以及当地设计公司客户的需求不断增长，高盛重申中芯国际(00981)买入评级，目标价37.6港元。","news_type":1},"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"langContent":"CN"},{"id":601180394,"gmtCreate":1638497622328,"gmtModify":1638497622593,"author":{"id":"3501998685270291","authorId":"3501998685270291","name":"十八顺","avatar":"https://static.tigerbbs.com/65272cb112539122118d0010eda02867","vip":1,"crmLevel":6,"crmLevelSwitch":0,"idStr":"3501998685270291","authorIdStr":"3501998685270291"},"htmlText":"很多专家都说了买入评价，有些还到40以上。也没见涨啊[愤怒]&nbsp;[愤怒]&nbsp;","listText":"很多专家都说了买入评价，有些还到40以上。也没见涨啊[愤怒]&nbsp;[愤怒]&nbsp;","text":"很多专家都说了买入评价，有些还到40以上。也没见涨啊[愤怒] [愤怒]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/601180394","repostId":2188451335,"repostType":2,"repost":{"id":"2188451335","kind":"highlight","weMediaInfo":{"introduction":"凤凰网港股","home_visible":1,"media_name":"凤凰网港股","id":"1039806269","head_image":"https://static.tigerbbs.com/b6fb647077f1ce46dc341fc35c26e817"},"pubTimestamp":1638495980,"share":"https://www.laohu8.com/m/news/2188451335?lang=&edition=full","pubTime":"2021-12-03 09:46","market":"hk","language":"zh","title":"【券商聚焦】高盛重申中芯国际(00981)买入评级 目标价37.6港元","url":"https://stock-news.laohu8.com/highlight/detail?id=2188451335","media":"凤凰网港股","summary":"凤凰网港股|高盛发研报指，捷捷微电发公告，指公司与绍兴中芯集成电路制造股份有限公司签订战略合框架作协议，在中低压SGT MOSFET、高压IGBT与SJ MOSFET晶圆及IPM、PM等封装领域展开全面战略合作。高盛称，这与该行对中芯国际和中国半导体行业的积极看法相一致，因为其显示了当地客户对IGBT和MOSFET的强劲需求。鉴于成熟节点的强劲需求、有利组合的利润率改善以及当地设计公司客户的需求不断增长，高盛重申中芯国际买入评级，目标价37.6港元。","content":"<html><body><p>凤凰网港股|<a href=\"https://laohu8.com/S/GS\">高盛</a>发研报指，<a href=\"https://laohu8.com/S/300623\">捷捷微电</a>(300623)发公告，指公司与绍兴中芯集成电路制造股份有限公司（<a href=\"https://laohu8.com/S/SMI\">中芯国际</a>占有19.6的股份）签订战略合框架作协议，在中低压SGT MOSFET、高压IGBT与SJ MOSFET晶圆及IPM、PM等封装领域展开全面战略合作。</p><p>高盛称，这与该行对<a href=\"https://laohu8.com/S/688981\">中芯国际</a>和中国半导体行业的积极看法相一致，因为其显示了当地客户对IGBT和MOSFET的强劲需求。这也意味着到2022年，半导体产能依然保持紧张，这与该行近期对铸造厂和半导体企业调研结果相一致。</p><p>鉴于成熟节点的强劲需求、有利组合的利润率改善以及当地设计公司客户的需求不断增长，高盛重申<a href=\"https://laohu8.com/S/00981\">中芯国际</a>(00981)买入评级，目标价37.6港元。</p></body></html>","collect":0,"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37.6港元</title>\n<style 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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37.6港元\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1039806269\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/b6fb647077f1ce46dc341fc35c26e817);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">凤凰网港股 </p>\n<p class=\"h-time\">2021-12-03 09:46</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><body><p>凤凰网港股|<a href=\"https://laohu8.com/S/GS\">高盛</a>发研报指，<a href=\"https://laohu8.com/S/300623\">捷捷微电</a>(300623)发公告，指公司与绍兴中芯集成电路制造股份有限公司（<a href=\"https://laohu8.com/S/SMI\">中芯国际</a>占有19.6的股份）签订战略合框架作协议，在中低压SGT MOSFET、高压IGBT与SJ MOSFET晶圆及IPM、PM等封装领域展开全面战略合作。</p><p>高盛称，这与该行对<a href=\"https://laohu8.com/S/688981\">中芯国际</a>和中国半导体行业的积极看法相一致，因为其显示了当地客户对IGBT和MOSFET的强劲需求。这也意味着到2022年，半导体产能依然保持紧张，这与该行近期对铸造厂和半导体企业调研结果相一致。</p><p>鉴于成熟节点的强劲需求、有利组合的利润率改善以及当地设计公司客户的需求不断增长，高盛重申<a href=\"https://laohu8.com/S/00981\">中芯国际</a>(00981)买入评级，目标价37.6港元。</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/4b6684517506a0b0f4c4c5a1c4889261","relate_stocks":{"688981":"中芯国际","00981":"中芯国际","SMI":"VanEck HIP Sustainable Muni ETF"},"source_url":"http://hknews.szfuit.com/newRssInfo/feed?original_id=460fcc4262b050cc149d5858b27b5e3f","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2188451335","content_text":"凤凰网港股|高盛发研报指，捷捷微电(300623)发公告，指公司与绍兴中芯集成电路制造股份有限公司（中芯国际占有19.6的股份）签订战略合框架作协议，在中低压SGT MOSFET、高压IGBT与SJ MOSFET晶圆及IPM、PM等封装领域展开全面战略合作。高盛称，这与该行对中芯国际和中国半导体行业的积极看法相一致，因为其显示了当地客户对IGBT和MOSFET的强劲需求。这也意味着到2022年，半导体产能依然保持紧张，这与该行近期对铸造厂和半导体企业调研结果相一致。鉴于成熟节点的强劲需求、有利组合的利润率改善以及当地设计公司客户的需求不断增长，高盛重申中芯国际(00981)买入评级，目标价37.6港元。","news_type":1},"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"langContent":"CN"},{"id":601111553,"gmtCreate":1638497256700,"gmtModify":1638497256700,"author":{"id":"3573600974305035","authorId":"3573600974305035","name":"八月份的尾巴","avatar":"https://static.laohu8.com/default-avatar.jpg","vip":1,"crmLevel":1,"crmLevelSwitch":0,"idStr":"3573600974305035","authorIdStr":"3573600974305035"},"htmlText":"买入评级得拦腰斩","listText":"买入评级得拦腰斩","text":"买入评级得拦腰斩","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/601111553","repostId":2188451335,"repostType":2,"repost":{"id":"2188451335","kind":"highlight","weMediaInfo":{"introduction":"凤凰网港股","home_visible":1,"media_name":"凤凰网港股","id":"1039806269","head_image":"https://static.tigerbbs.com/b6fb647077f1ce46dc341fc35c26e817"},"pubTimestamp":1638495980,"share":"https://www.laohu8.com/m/news/2188451335?lang=&edition=full","pubTime":"2021-12-03 09:46","market":"hk","language":"zh","title":"【券商聚焦】高盛重申中芯国际(00981)买入评级 目标价37.6港元","url":"https://stock-news.laohu8.com/highlight/detail?id=2188451335","media":"凤凰网港股","summary":"凤凰网港股|高盛发研报指，捷捷微电发公告，指公司与绍兴中芯集成电路制造股份有限公司签订战略合框架作协议，在中低压SGT MOSFET、高压IGBT与SJ MOSFET晶圆及IPM、PM等封装领域展开全面战略合作。高盛称，这与该行对中芯国际和中国半导体行业的积极看法相一致，因为其显示了当地客户对IGBT和MOSFET的强劲需求。鉴于成熟节点的强劲需求、有利组合的利润率改善以及当地设计公司客户的需求不断增长，高盛重申中芯国际买入评级，目标价37.6港元。","content":"<html><body><p>凤凰网港股|<a href=\"https://laohu8.com/S/GS\">高盛</a>发研报指，<a href=\"https://laohu8.com/S/300623\">捷捷微电</a>(300623)发公告，指公司与绍兴中芯集成电路制造股份有限公司（<a href=\"https://laohu8.com/S/SMI\">中芯国际</a>占有19.6的股份）签订战略合框架作协议，在中低压SGT MOSFET、高压IGBT与SJ MOSFET晶圆及IPM、PM等封装领域展开全面战略合作。</p><p>高盛称，这与该行对<a href=\"https://laohu8.com/S/688981\">中芯国际</a>和中国半导体行业的积极看法相一致，因为其显示了当地客户对IGBT和MOSFET的强劲需求。这也意味着到2022年，半导体产能依然保持紧张，这与该行近期对铸造厂和半导体企业调研结果相一致。</p><p>鉴于成熟节点的强劲需求、有利组合的利润率改善以及当地设计公司客户的需求不断增长，高盛重申<a href=\"https://laohu8.com/S/00981\">中芯国际</a>(00981)买入评级，目标价37.6港元。</p></body></html>","collect":0,"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37.6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{ 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class=\"title\">\n【券商聚焦】高盛重申中芯国际(00981)买入评级 目标价37.6港元\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1039806269\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/b6fb647077f1ce46dc341fc35c26e817);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">凤凰网港股 </p>\n<p class=\"h-time\">2021-12-03 09:46</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><body><p>凤凰网港股|<a href=\"https://laohu8.com/S/GS\">高盛</a>发研报指，<a href=\"https://laohu8.com/S/300623\">捷捷微电</a>(300623)发公告，指公司与绍兴中芯集成电路制造股份有限公司（<a href=\"https://laohu8.com/S/SMI\">中芯国际</a>占有19.6的股份）签订战略合框架作协议，在中低压SGT MOSFET、高压IGBT与SJ MOSFET晶圆及IPM、PM等封装领域展开全面战略合作。</p><p>高盛称，这与该行对<a href=\"https://laohu8.com/S/688981\">中芯国际</a>和中国半导体行业的积极看法相一致，因为其显示了当地客户对IGBT和MOSFET的强劲需求。这也意味着到2022年，半导体产能依然保持紧张，这与该行近期对铸造厂和半导体企业调研结果相一致。</p><p>鉴于成熟节点的强劲需求、有利组合的利润率改善以及当地设计公司客户的需求不断增长，高盛重申<a href=\"https://laohu8.com/S/00981\">中芯国际</a>(00981)买入评级，目标价37.6港元。</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/4b6684517506a0b0f4c4c5a1c4889261","relate_stocks":{"688981":"中芯国际","00981":"中芯国际","SMI":"VanEck HIP Sustainable Muni ETF"},"source_url":"http://hknews.szfuit.com/newRssInfo/feed?original_id=460fcc4262b050cc149d5858b27b5e3f","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2188451335","content_text":"凤凰网港股|高盛发研报指，捷捷微电(300623)发公告，指公司与绍兴中芯集成电路制造股份有限公司（中芯国际占有19.6的股份）签订战略合框架作协议，在中低压SGT MOSFET、高压IGBT与SJ MOSFET晶圆及IPM、PM等封装领域展开全面战略合作。高盛称，这与该行对中芯国际和中国半导体行业的积极看法相一致，因为其显示了当地客户对IGBT和MOSFET的强劲需求。这也意味着到2022年，半导体产能依然保持紧张，这与该行近期对铸造厂和半导体企业调研结果相一致。鉴于成熟节点的强劲需求、有利组合的利润率改善以及当地设计公司客户的需求不断增长，高盛重申中芯国际(00981)买入评级，目标价37.6港元。","news_type":1},"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"langContent":"CN"},{"id":601136357,"gmtCreate":1638496800554,"gmtModify":1638496800554,"author":{"id":"3577005617035851","authorId":"3577005617035851","name":"北纬1度线","avatar":"https://static.tigerbbs.com/c4e2bd60feda0f7eb2d2f34c6b4dc130","vip":1,"crmLevel":5,"crmLevelSwitch":0,"idStr":"3577005617035851","authorIdStr":"3577005617035851"},"htmlText":"托托[财迷]&nbsp;","listText":"托托[财迷]&nbsp;","text":"托托[财迷]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/601136357","repostId":2188451335,"repostType":2,"repost":{"id":"2188451335","kind":"highlight","weMediaInfo":{"introduction":"凤凰网港股","home_visible":1,"media_name":"凤凰网港股","id":"1039806269","head_image":"https://static.tigerbbs.com/b6fb647077f1ce46dc341fc35c26e817"},"pubTimestamp":1638495980,"share":"https://www.laohu8.com/m/news/2188451335?lang=&edition=full","pubTime":"2021-12-03 09:46","market":"hk","language":"zh","title":"【券商聚焦】高盛重申中芯国际(00981)买入评级 目标价37.6港元","url":"https://stock-news.laohu8.com/highlight/detail?id=2188451335","media":"凤凰网港股","summary":"凤凰网港股|高盛发研报指，捷捷微电发公告，指公司与绍兴中芯集成电路制造股份有限公司签订战略合框架作协议，在中低压SGT MOSFET、高压IGBT与SJ MOSFET晶圆及IPM、PM等封装领域展开全面战略合作。高盛称，这与该行对中芯国际和中国半导体行业的积极看法相一致，因为其显示了当地客户对IGBT和MOSFET的强劲需求。鉴于成熟节点的强劲需求、有利组合的利润率改善以及当地设计公司客户的需求不断增长，高盛重申中芯国际买入评级，目标价37.6港元。","content":"<html><body><p>凤凰网港股|<a href=\"https://laohu8.com/S/GS\">高盛</a>发研报指，<a href=\"https://laohu8.com/S/300623\">捷捷微电</a>(300623)发公告，指公司与绍兴中芯集成电路制造股份有限公司（<a href=\"https://laohu8.com/S/SMI\">中芯国际</a>占有19.6的股份）签订战略合框架作协议，在中低压SGT MOSFET、高压IGBT与SJ MOSFET晶圆及IPM、PM等封装领域展开全面战略合作。</p><p>高盛称，这与该行对<a href=\"https://laohu8.com/S/688981\">中芯国际</a>和中国半导体行业的积极看法相一致，因为其显示了当地客户对IGBT和MOSFET的强劲需求。这也意味着到2022年，半导体产能依然保持紧张，这与该行近期对铸造厂和半导体企业调研结果相一致。</p><p>鉴于成熟节点的强劲需求、有利组合的利润率改善以及当地设计公司客户的需求不断增长，高盛重申<a href=\"https://laohu8.com/S/00981\">中芯国际</a>(00981)买入评级，目标价37.6港元。</p></body></html>","collect":0,"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37.6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{ 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class=\"title\">\n【券商聚焦】高盛重申中芯国际(00981)买入评级 目标价37.6港元\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1039806269\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/b6fb647077f1ce46dc341fc35c26e817);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">凤凰网港股 </p>\n<p class=\"h-time\">2021-12-03 09:46</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><body><p>凤凰网港股|<a href=\"https://laohu8.com/S/GS\">高盛</a>发研报指，<a href=\"https://laohu8.com/S/300623\">捷捷微电</a>(300623)发公告，指公司与绍兴中芯集成电路制造股份有限公司（<a href=\"https://laohu8.com/S/SMI\">中芯国际</a>占有19.6的股份）签订战略合框架作协议，在中低压SGT MOSFET、高压IGBT与SJ MOSFET晶圆及IPM、PM等封装领域展开全面战略合作。</p><p>高盛称，这与该行对<a href=\"https://laohu8.com/S/688981\">中芯国际</a>和中国半导体行业的积极看法相一致，因为其显示了当地客户对IGBT和MOSFET的强劲需求。这也意味着到2022年，半导体产能依然保持紧张，这与该行近期对铸造厂和半导体企业调研结果相一致。</p><p>鉴于成熟节点的强劲需求、有利组合的利润率改善以及当地设计公司客户的需求不断增长，高盛重申<a href=\"https://laohu8.com/S/00981\">中芯国际</a>(00981)买入评级，目标价37.6港元。</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/4b6684517506a0b0f4c4c5a1c4889261","relate_stocks":{"688981":"中芯国际","00981":"中芯国际","SMI":"VanEck HIP Sustainable Muni ETF"},"source_url":"http://hknews.szfuit.com/newRssInfo/feed?original_id=460fcc4262b050cc149d5858b27b5e3f","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2188451335","content_text":"凤凰网港股|高盛发研报指，捷捷微电(300623)发公告，指公司与绍兴中芯集成电路制造股份有限公司（中芯国际占有19.6的股份）签订战略合框架作协议，在中低压SGT MOSFET、高压IGBT与SJ MOSFET晶圆及IPM、PM等封装领域展开全面战略合作。高盛称，这与该行对中芯国际和中国半导体行业的积极看法相一致，因为其显示了当地客户对IGBT和MOSFET的强劲需求。这也意味着到2022年，半导体产能依然保持紧张，这与该行近期对铸造厂和半导体企业调研结果相一致。鉴于成熟节点的强劲需求、有利组合的利润率改善以及当地设计公司客户的需求不断增长，高盛重申中芯国际(00981)买入评级，目标价37.6港元。","news_type":1},"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"langContent":"CN"}],"hasMoreComments":true,"newsSizeData":{"likeSize":8,"commentSize":5,"repostSize":0,"favoriteSize":1,"likeStatus":false,"favoriteStatus":false}}

【券商聚焦】高盛重申中芯国际(00981)买入评级 目标价37.6港元

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【券商聚焦】高盛重申中芯国际(00981)买入评级目标价37.6港元