13[捂脸]_老虎社区_美港股上老虎

13[捂脸]

《大行报告》瑞银降中芯(00981.HK)目标价至13元评级“沽售”

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。瑞银称，在长期扩充计划稳定推动下，估计中芯今年资本开支保持在高水平，公司指引今年资本开支75亿美元，高于该行预测的70亿美元。该行将其今明两年每股盈测分别削49%及23%，至分别5美仙及9美仙；并将其H股目标价由15港元下调至13港元，维持“沽售”评级。

《大行报告》瑞银降中芯(00981.HK)目标价至13元评级“沽售”

免责声明：上述内容仅代表发帖人个人观点，不构成本平台的任何投资建议。

推荐
最新

暂无评论

热议股票

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":{"magic":2,"id":271615066103920,"tweetId":"271615066103920","gmtCreate":1707364031165,"gmtModify":1707365676180,"author":{"id":4101388302336950,"idStr":"4101388302336950","authorId":4101388302336950,"authorIdStr":"4101388302336950","name":"杰西虎","avatar":"https://static.tigerbbs.com/05bd8dbb2494362c024c6e35016e731b","vip":1,"userType":1,"introduction":"","boolIsFan":false,"boolIsHead":false,"crmLevel":6,"crmLevelSwitch":1,"individualDisplayBadges":[],"fanSize":5,"starInvestorFlag":false},"themes":[],"images":[],"coverImages":[],"html":"<html><head></head><body><p>13<span>[捂脸]&nbsp;</span>&nbsp;</p></body></html>","htmlText":"<html><head></head><body><p>13<span>[捂脸]&nbsp;</span>&nbsp;</p></body></html>","text":"13[捂脸]","highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"favoriteSize":0,"link":"https://laohu8.com/post/271615066103920","repostId":2409370727,"repostType":2,"repost":{"id":"2409370727","kind":"news","pubTimestamp":1707360660,"share":"https://www.laohu8.com/m/news/2409370727?lang=&edition=full","pubTime":"2024-02-08 10:51","market":"sh","language":"zh","title":"《大行报告》瑞银降中芯(00981.HK)目标价至13元  评级“沽售”","url":"https://stock-news.laohu8.com/highlight/detail?id=2409370727","media":"阿斯达克财经","summary":"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。瑞银称，在长期扩充计划稳定推动下，估计中芯今年资本开支保持在高水平，公司指引今年资本开支75亿美元，高于该行预测的70亿美元。该行将其今明两年每股盈测分别削49%及23%，至分别5美仙及9美仙；并将其H股目标价由15港元下调至13港元，维持“沽售”评级。","content":"<html><body><div> <span> <p>瑞银发表报告指，<a href=\"https://laohu8.com/S/688981\">中芯国际</a>(00981.HK)<span> </span>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。<br/>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，晶圆价格持续受压，加上产能利用率复苏疲弱，将公司今年毛利率预测下调至13.7%，低于去年的19.3%。报告料今年中芯产能利用率于60%至70%区间徘徊，今年全年收入料升5%。<br/><span></span><br/>瑞银称，在长期扩充计划稳定推动下，估计中芯今年资本开支保持在高水平，公司指引今年资本开支75亿美元，高于该行预测的70亿美元。该行将其今明两年每股盈测分别削49%及23%，至分别5美仙及9美仙；并将其H股目标价由15港元下调至13港元，维持“沽售”评级。(cy/da)(港股报价延迟最少十五分钟。沽空资料截至 2024-02-07 16:25。)</p><div></div>AASTOCKS新闻 </span> </div></body></html>","source":"aastocks_highlight","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>《大行报告》瑞银降中芯(00981.HK)目标价至13元  评级“沽售”</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《大行报告》瑞银降中芯(00981.HK)目标价至13元  评级“沽售”\n</h2>\n\n<h4 class=\"meta\">\n\n\n2024-02-08 10:51 北京时间&nbsp;&nbsp;&nbsp;<a href=http://www.aastocks.com/tc/stocks/news/aafn-con/NOW.1325754/latest-news/AAFN><strong>阿斯达克财经</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>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...</p>\n\n<a href=\"http://www.aastocks.com/tc/stocks/news/aafn-con/NOW.1325754/latest-news/AAFN\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"http://plib.aastocks.com/aafnnews/image/medialib/20180508142825152_s.jpg","relate_stocks":{"688981":"中芯国际","00981":"中芯国际"},"source_url":"http://www.aastocks.com/tc/stocks/news/aafn-con/NOW.1325754/latest-news/AAFN","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2409370727","content_text":"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，晶圆价格持续受压，加上产能利用率复苏疲弱，将公司今年毛利率预测下调至13.7%，低于去年的19.3%。报告料今年中芯产能利用率于60%至70%区间徘徊，今年全年收入料升5%。瑞银称，在长期扩充计划稳定推动下，估计中芯今年资本开支保持在高水平，公司指引今年资本开支75亿美元，高于该行预测的70亿美元。该行将其今明两年每股盈测分别削49%及23%，至分别5美仙及9美仙；并将其H股目标价由15港元下调至13港元，维持“沽售”评级。(cy/da)(港股报价延迟最少十五分钟。沽空资料截至 2024-02-07 16:25。)AASTOCKS新闻","news_type":1},"isVote":1,"tweetType":1,"viewCount":473,"commentLimit":10,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"symbols":[],"verified":2,"subType":0,"readableState":1,"langContent":"EN","currentLanguage":"EN","warmUpFlag":false,"orderFlag":false,"shareable":true,"causeOfNotShareable":"","featuresForAnalytics":[],"commentAndTweetFlag":false,"andRepostAutoSelectedFlag":false,"upFlag":false,"length":8,"xxTargetLangEnum":"ORIG"},"commentList":[],"hasMoreComment":false,"orderType":2}

《大行报告》瑞银降中芯(00981.HK)目标价至13元 评级“沽售”

评论

热议股票

《大行报告》瑞银降中芯(00981.HK)目标价至13元评级“沽售”