《大行报告》瑞银降中芯(00981.HK)目标价至13元评级“沽售”_老虎社区_美港股上老虎

《大行报告》瑞银降中芯(00981.HK)目标价至13元评级“沽售”

阿斯达克财经02-08

瑞银发表报告指，中芯国际(00981.HK) 去年第四季收入17亿美元，按季升4%，符合该行预测，主要受惠Android手机需求复苏、公司的中国Android客户市场份额提升、无厂半导体公司的供应本地化进展加快。毛利率16.4%，低于该行预测的17.7%，主要受累于价格压力持续、应用组合较为不利、以及折旧开支增加。该行认为，关键设备出口限制，将会令中芯先进制程的增长受限，另一方面，终端需求温和提升...

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杰西虎
·02-08
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