$中芯国际(0098_老虎社区_美港股上老虎

$中芯国际(00981)$ 大涨确实与美国管制有点相关，核心还是中芯自己能否真正技术进阶。毕竟先进制程就像修仙，烧钱又考验良率，还得应付各种供应链卡脖子。如果能在国内稳稳站住脚，还能扩大海外订单，那股价上行就不是问题。

8月22日，港股半导体板块全线飙升，$上海复旦 (01385.HK)$、$中芯国际 (00981.HK)$、$华虹半导体 (01347.HK)$、$晶门半导体 (02878.HK)$齐涨，消息面上，8月13日，腾讯业绩会表示公司推理芯片供应渠道侧具备多种选择；8月21日，DeepSeek更新模型版本至DeepSeek-V3.1，预计将支持FP8精度以及国产芯；近期，基于华为昇腾芯片的服务器产品陆续在政府、金融、运营商等行业落地大单。【大家看好国产半导体涨势吗？下周四盘前中芯国际即将发布财报，能否再创年内新高？】

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。

精彩评论

风的婚礼
01-15
风的婚礼
国家亲自下场逆周期调节，中芯国际玩命扩产能，通过规模优势大打价格战抢市场份额，看着眼熟吗？
老刘该睡了
01-15
老刘该睡了
卡脖子没用，历史已经证明了这点
美股小小学生
01-20
美股小小学生
大局已定，谁来也没用

发表看法

{"i18n":{"language":"zh_CN"},"detailType":1,"isChannel":false,"data":{"magic":2,"id":392800101503256,"tweetId":"392800101503256","gmtCreate":1736920598873,"gmtModify":1736920601151,"author":{"id":10000000000010478,"idStr":"10000000000010478","authorId":10000000000010478,"authorIdStr":"10000000000010478","name":"省心省力","avatar":"https://static.tigerbbs.com/c5dea98cdccfc0c5f53aa313fd4b775d","vip":8,"userType":8,"introduction":".\n","boolIsFan":false,"boolIsHead":false,"crmLevel":1,"crmLevelSwitch":0,"individualDisplayBadges":[],"fanSize":55,"starInvestorFlag":false},"themes":[{"themeId":"f2727c3e2dce42249bd8e61e21384b95","categoryId":"d316d8bd4a714fab9ea15fd7157c45e7","name":"国产半导体全线飙升！该买中芯国际了？","type":0,"rnLink":"https://laohu8.com/RN?name=RNTheme&page=/theme/detail&rndata={\"themeId\":f2727c3e2dce42249bd8e61e21384b95}&rnconfig={\"headerBarHidden\": true}","description":"8月22日，港股半导体板块全线飙升，$上海复旦 (01385.HK)$、$中芯国际 (00981.HK)$、$华虹半导体 (01347.HK)$、$晶门半导体 (02878.HK)$齐涨，消息面上，8月13日，腾讯业绩会表示公司推理芯片供应渠道侧具备多种选择；8月21日，DeepSeek更新模型版本至DeepSeek-V3.1，预计将支持FP8精度以及国产芯；近期，基于华为昇腾芯片的服务器产品陆续在政府、金融、运营商等行业落地大单。【大家看好国产半导体涨势吗？下周四盘前中芯国际即将发布财报，能否再创年内新高？】","image":"https://static.tigerbbs.com/fcfdaa1e0dfb157c989d1258134bd2a2"}],"images":[],"coverImages":[],"html":"<html><head></head><body><p style=\"text-align: left\"> <a data-mention-id=\"00981\" rel=\"noopener noreferrer\" class=\"teditor-mention\" data-mention-name=\"中芯国际\" target=\"_blank\" href=\"https://laohu8.com/S/00981\">$中芯国际(00981)$</a> 大涨确实与美国管制有点相关，核心还是中芯自己能否真正技术进阶。毕竟先进制程就像修仙，烧钱又考验良率，还得应付各种供应链卡脖子。如果能在国内稳稳站住脚，还能扩大海外订单，那股价上行就不是问题。</p></body></html>","htmlText":"<html><head></head><body><p style=\"text-align: left\"> <a data-mention-id=\"00981\" rel=\"noopener noreferrer\" class=\"teditor-mention\" data-mention-name=\"中芯国际\" target=\"_blank\" href=\"https://laohu8.com/S/00981\">$中芯国际(00981)$</a> 大涨确实与美国管制有点相关，核心还是中芯自己能否真正技术进阶。毕竟先进制程就像修仙，烧钱又考验良率，还得应付各种供应链卡脖子。如果能在国内稳稳站住脚，还能扩大海外订单，那股价上行就不是问题。</p></body></html>","text":"$中芯国际(00981)$ 大涨确实与美国管制有点相关，核心还是中芯自己能否真正技术进阶。毕竟先进制程就像修仙，烧钱又考验良率，还得应付各种供应链卡脖子。如果能在国内稳稳站住脚，还能扩大海外订单，那股价上行就不是问题。","highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":3,"repostSize":0,"favoriteSize":0,"link":"https://laohu8.com/post/392800101503256","repostId":0,"isVote":1,"tweetType":1,"viewCount":2053,"commentLimit":10,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"symbols":["00981","688981"],"verified":2,"subType":0,"readableState":1,"langContent":"CN","currentLanguage":"CN","warmUpFlag":false,"orderFlag":false,"shareable":true,"causeOfNotShareable":"","featuresForAnalytics":[],"commentAndTweetFlag":true,"andRepostAutoSelectedFlag":false,"upFlag":false,"length":199,"optionInvolvedFlag":false,"xxTargetLangEnum":"ZH_CN"},"commentList":[{"id":392857241592336,"commentId":"392857241592336","gmtCreate":1736956082443,"gmtModify":1736956086409,"authorId":3502416008133770,"author":{"id":3502416008133770,"idStr":"3502416008133770","authorId":3502416008133770,"name":"风的婚礼","avatar":"https://static.tigerbbs.com/e08571246bbdb585ed046e4dc4551d3f","vip":1,"crmLevel":1,"crmLevelSwitch":0,"individualDisplayBadges":[]},"repliedAuthorId":0,"objectId":392800101503256,"objectIdStr":"392800101503256","type":1,"supId":0,"supIdStr":"0","prevId":0,"prevIdStr":"0","content":"国家亲自下场逆周期调节，中芯国际玩命扩产能，通过规模优势大打价格战抢市场份额，看着眼熟吗？","text":"国家亲自下场逆周期调节，中芯国际玩命扩产能，通过规模优势大打价格战抢市场份额，看着眼熟吗？","html":"国家亲自下场逆周期调节，中芯国际玩命扩产能，通过规模优势大打价格战抢市场份额，看着眼熟吗？","likeSize":1,"commentSize":0,"subComments":[],"verified":10,"allocateAmount":0,"commentType":"valid","coins":0,"score":0,"disclaimerType":0},{"id":392803344130608,"commentId":"392803344130608","gmtCreate":1736921263647,"gmtModify":1736921267796,"authorId":10000000000010476,"author":{"id":10000000000010476,"idStr":"10000000000010477","authorId":10000000000010476,"name":"老刘该睡了","avatar":"https://static.tigerbbs.com/5085eb698e32f93414f5f47622156f8d","vip":8,"crmLevel":1,"crmLevelSwitch":0,"individualDisplayBadges":[]},"repliedAuthorId":0,"objectId":392800101503256,"objectIdStr":"392800101503256","type":1,"supId":0,"supIdStr":"0","prevId":0,"prevIdStr":"0","content":"卡脖子没用，历史已经证明了这点","text":"卡脖子没用，历史已经证明了这点","html":"卡脖子没用，历史已经证明了这点","likeSize":0,"commentSize":0,"subComments":[],"verified":10,"allocateAmount":0,"commentType":"valid","coins":0,"score":0,"disclaimerType":0},{"id":394653228409232,"commentId":"394653228409232","gmtCreate":1737371893993,"gmtModify":1737371897552,"authorId":3471640751615859,"author":{"id":3471640751615859,"idStr":"3471640751615859","authorId":3471640751615859,"name":"美股小小学生","avatar":"https://static.tigerbbs.com/061896513446687cea1fb8b1dab2ae13","vip":1,"crmLevel":8,"crmLevelSwitch":0,"individualDisplayBadges":[]},"repliedAuthorId":0,"objectId":392800101503256,"objectIdStr":"392800101503256","type":1,"supId":0,"supIdStr":"0","prevId":0,"prevIdStr":"0","content":"大局已定，谁来也没用","text":"大局已定，谁来也没用","html":"大局已定，谁来也没用","likeSize":0,"commentSize":0,"subComments":[],"verified":10,"allocateAmount":0,"commentType":"valid","coins":0,"score":0,"disclaimerType":0}],"isCommentEnd":false,"isTiger":false,"isWeiXinMini":false,"url":"/m/post/392800101503256"}