+关注
疯投andersun
暂无个人介绍
IP属地：上海
32
关注
0
粉丝
5
主题
0
勋章
主贴
热门
疯投andersun
02-14
$英特尔(INTC)$
代工业务早晚会解决，其他业务也值3000亿美金
疯投andersun
02-12
不怀好心
大摩：维持中芯国际(00981)“减持”评级 目标价20.3港元
去老虎APP查看更多动态
{"i18n":{"language":"zh_CN"},"userPageInfo":{"id":"3547082202806527","uuid":"3547082202806527","gmtCreate":1584012922671,"gmtModify":1584012922671,"name":"疯投andersun","pinyin":"ftandersunfengtouandersun","introduction":"","introductionEn":"","signature":"","avatar":"https://static.laohu8.com/default-avatar.jpg","hat":null,"hatId":null,"hatName":null,"vip":1,"status":2,"fanSize":0,"headSize":32,"tweetSize":2,"questionSize":0,"limitLevel":999,"accountStatus":4,"level":{"id":0,"name":"","nameTw":"","represent":"","factor":"","iconColor":"","bgColor":""},"themeCounts":5,"badgeCounts":0,"badges":[],"moderator":false,"superModerator":false,"manageSymbols":null,"badgeLevel":null,"boolIsFan":false,"boolIsHead":false,"favoriteSize":0,"symbols":null,"coverImage":null,"realNameVerified":null,"userBadges":[{"badgeId":"e50ce593bb40487ebfb542ca54f6a561-4","templateUuid":"e50ce593bb40487ebfb542ca54f6a561","name":"明星虎友","description":"加入老虎社区2000天","bigImgUrl":"https://static.tigerbbs.com/dddf24b906c7011de2617d4fb3f76987","smallImgUrl":"https://static.tigerbbs.com/53d58ad32c97254c6f74db8b97e6ec49","grayImgUrl":"https://static.tigerbbs.com/6304700d92ad91c7a33e2e92ec32ecc1","redirectLinkEnabled":0,"redirectLink":null,"hasAllocated":1,"isWearing":0,"stamp":null,"stampPosition":0,"hasStamp":0,"allocationCount":1,"allocatedDate":"2025.09.03","exceedPercentage":null,"individualDisplayEnabled":0,"backgroundColor":null,"fontColor":null,"individualDisplaySort":0,"categoryType":1001},{"badgeId":"35ec162348d5460f88c959321e554969-3","templateUuid":"35ec162348d5460f88c959321e554969","name":"传说交易员","description":"证券或期货账户累计交易次数达到300次","bigImgUrl":"https://static.tigerbbs.com/656db16598a0b8f21429e10d6c1cb033","smallImgUrl":"https://static.tigerbbs.com/03f10910d4dd9234f9b5702a3342193a","grayImgUrl":"https://static.tigerbbs.com/0c767e35268feb729d50d3fa9a386c5a","redirectLinkEnabled":0,"redirectLink":null,"hasAllocated":1,"isWearing":0,"stamp":null,"stampPosition":0,"hasStamp":0,"allocationCount":1,"allocatedDate":"2022.06.17","exceedPercentage":"93.94%","individualDisplayEnabled":0,"backgroundColor":null,"fontColor":null,"individualDisplaySort":0,"categoryType":1100},{"badgeId":"228c86a078844d74991fff2b7ab2428d-3","templateUuid":"228c86a078844d74991fff2b7ab2428d","name":"投资合伙人虎","description":"证券账户累计交易金额达到100万美元","bigImgUrl":"https://static.tigerbbs.com/fbeac6bb240db7da8b972e5183d050ba","smallImgUrl":"https://static.tigerbbs.com/436cdf80292b99f0a992e78750ac4e3a","grayImgUrl":"https://static.tigerbbs.com/506a259a7b456f037592c3b23c779599","redirectLinkEnabled":0,"redirectLink":null,"hasAllocated":1,"isWearing":0,"stamp":null,"stampPosition":0,"hasStamp":0,"allocationCount":1,"allocatedDate":"2021.12.28","exceedPercentage":"93.02%","individualDisplayEnabled":0,"backgroundColor":null,"fontColor":null,"individualDisplaySort":0,"categoryType":1101},{"badgeId":"976c19eed35f4cd78f17501c2e99ef37-1","templateUuid":"976c19eed35f4cd78f17501c2e99ef37","name":"博闻投资者","description":"累计交易超过10只正股","bigImgUrl":"https://static.tigerbbs.com/e74cc24115c4fbae6154ec1b1041bf47","smallImgUrl":"https://static.tigerbbs.com/d48265cbfd97c57f9048db29f22227b0","grayImgUrl":"https://static.tigerbbs.com/76c6d6898b073c77e1c537ebe9ac1c57","redirectLinkEnabled":0,"redirectLink":null,"hasAllocated":1,"isWearing":0,"stamp":null,"stampPosition":0,"hasStamp":0,"allocationCount":1,"allocatedDate":"2021.12.21","exceedPercentage":null,"individualDisplayEnabled":0,"backgroundColor":null,"fontColor":null,"individualDisplaySort":0,"categoryType":1102},{"badgeId":"518b5610c3e8410da5cfad115e4b0f5a-1","templateUuid":"518b5610c3e8410da5cfad115e4b0f5a","name":"实盘交易者","description":"完成一笔实盘交易","bigImgUrl":"https://static.tigerbbs.com/2e08a1cc2087a1de93402c2c290fa65b","smallImgUrl":"https://static.tigerbbs.com/4504a6397ce1137932d56e5f4ce27166","grayImgUrl":"https://static.tigerbbs.com/4b22c79415b4cd6e3d8ebc4a0fa32604","redirectLinkEnabled":0,"redirectLink":null,"hasAllocated":1,"isWearing":0,"stamp":null,"stampPosition":0,"hasStamp":0,"allocationCount":1,"allocatedDate":"2021.12.21","exceedPercentage":null,"individualDisplayEnabled":0,"backgroundColor":null,"fontColor":null,"individualDisplaySort":0,"categoryType":1100}],"userBadgeCount":5,"currentWearingBadge":null,"individualDisplayBadges":null,"crmLevel":9,"crmLevelSwitch":0,"location":"上海","starInvestorFollowerNum":0,"starInvestorFlag":false,"starInvestorOrderShareNum":0,"subscribeStarInvestorNum":0,"ror":null,"winRationPercentage":null,"showRor":false,"investmentPhilosophy":null,"starInvestorSubscribeFlag":false},"baikeInfo":{},"tab":"hot","tweets":[{"id":403543088059104,"gmtCreate":1739547321770,"gmtModify":1739548293967,"author":{"id":"3547082202806527","authorId":"3547082202806527","name":"疯投andersun","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":9,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3547082202806527","authorIdStr":"3547082202806527"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/INTC\">$英特尔(INTC)$ </a><v-v data-views=\"1\"></v-v> 代工业务早晚会解决，其他业务也值3000亿美金","listText":"<a href=\"https://laohu8.com/S/INTC\">$英特尔(INTC)$ </a><v-v data-views=\"1\"></v-v> 代工业务早晚会解决，其他业务也值3000亿美金","text":"$英特尔(INTC)$ 代工业务早晚会解决，其他业务也值3000亿美金","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/403543088059104","isVote":1,"tweetType":1,"viewCount":1563,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":402705685942528,"gmtCreate":1739335489821,"gmtModify":1739335830980,"author":{"id":"3547082202806527","authorId":"3547082202806527","name":"疯投andersun","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":9,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3547082202806527","authorIdStr":"3547082202806527"},"themes":[],"htmlText":"不怀好心","listText":"不怀好心","text":"不怀好心","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/402705685942528","repostId":"2510397198","repostType":2,"repost":{"id":"2510397198","kind":"news","pubTimestamp":1739330241,"share":"https://www.laohu8.com/m/news/2510397198?lang=&edition=full","pubTime":"2025-02-12 11:17","market":"sh","language":"zh","title":"大摩：维持中芯国际(00981)“减持”评级 目标价20.3港元","url":"https://stock-news.laohu8.com/highlight/detail?id=2510397198","media":"智通财经","summary":"智通财经APP获悉，摩根士丹利发布研究报告称，维持中芯国际“减持”评级，目标价20.3港元。大摩虽认同先进节点生产的强劲增长，但因2025年竞争加剧，仍对成熟节点业务表示担忧。中芯国际2025年市盈率为2倍，而ROAE为4.8%，该行认为并不具吸引力。大摩相信，中芯国际今年第一季的强劲表现将归功于中国消费补贴所带动的产品组合，以及先进节点生产的高晶圆价格。就全年而言，中芯国际预期收入增长将快于同业平均水平。","content":"<html><body><p>智通财经APP获悉，<a href=\"https://laohu8.com/S/MS\">摩根士丹利</a>发布研究报告称，维持<a href=\"https://laohu8.com/S/688981\">中芯国际</a>(00981)“减持”评级，目标价20.3港元。大摩虽认同先进节点生产的强劲增长，但因2025年竞争加剧，仍对成熟节点业务表示担忧。<a href=\"https://laohu8.com/S/00981\">中芯国际</a>2025年市盈率为2倍，而ROAE为4.8%，该行认为并不具吸引力。</p><p>报告中称，公司因产品组合改善，2025年首季营运指引目标超预期，同时积极的资本支出仍在继续。大摩相信，中芯国际今年第一季的强劲表现将归功于中国消费补贴所带动的产品组合，以及先进节点生产的高晶圆价格。就全年而言，中芯国际预期收入增长将快于同业平均水平。由于近年资本支出高企，大摩预期集团折旧将持续增长，这可能对其2025年利润率状况带来负面影响。</p></body></html>","source":"stock_zhitongcaijing","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>大摩：维持中芯国际(00981)“减持”评级 目标价20.3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大摩：维持中芯国际(00981)“减持”评级 目标价20.3港元\n</h2>\n\n<h4 class=\"meta\">\n\n\n2025-02-12 11:17 北京时间 <a href=http://www.zhitongcaijing.com/content/detail/1248730.html><strong>智通财经</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>智通财经APP获悉，摩根士丹利发布研究报告称，维持中芯国际(00981)“减持”评级，目标价20.3港元。大摩虽认同先进节点生产的强劲增长，但因2025年竞争加剧，仍对成熟节点业务表示担忧。中芯国际2025年市盈率为2倍，而ROAE为4.8%，该行认为并不具吸引力。报告中称，公司因产品组合改善，2025年首季营运指引目标超预期，同时积极的资本支出仍在继续。大摩相信，中芯国际今年第一季的强劲表现将...</p>\n\n<a href=\"http://www.zhitongcaijing.com/content/detail/1248730.html\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"688981":"中芯国际","00981":"中芯国际"},"source_url":"http://www.zhitongcaijing.com/content/detail/1248730.html","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2510397198","content_text":"智通财经APP获悉，摩根士丹利发布研究报告称，维持中芯国际(00981)“减持”评级，目标价20.3港元。大摩虽认同先进节点生产的强劲增长，但因2025年竞争加剧，仍对成熟节点业务表示担忧。中芯国际2025年市盈率为2倍，而ROAE为4.8%，该行认为并不具吸引力。报告中称，公司因产品组合改善，2025年首季营运指引目标超预期，同时积极的资本支出仍在继续。大摩相信，中芯国际今年第一季的强劲表现将归功于中国消费补贴所带动的产品组合，以及先进节点生产的高晶圆价格。就全年而言，中芯国际预期收入增长将快于同业平均水平。由于近年资本支出高企，大摩预期集团折旧将持续增长，这可能对其2025年利润率状况带来负面影响。","news_type":1,"symbols_score_info":{"688981":1,"00981":1}},"isVote":1,"tweetType":1,"viewCount":2362,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0}],"hots":[{"id":403543088059104,"gmtCreate":1739547321770,"gmtModify":1739548293967,"author":{"id":"3547082202806527","authorId":"3547082202806527","name":"疯投andersun","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":9,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3547082202806527","idStr":"3547082202806527"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/INTC\">$英特尔(INTC)$ </a><v-v data-views=\"1\"></v-v> 代工业务早晚会解决，其他业务也值3000亿美金","listText":"<a href=\"https://laohu8.com/S/INTC\">$英特尔(INTC)$ </a><v-v data-views=\"1\"></v-v> 代工业务早晚会解决，其他业务也值3000亿美金","text":"$英特尔(INTC)$ 代工业务早晚会解决，其他业务也值3000亿美金","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/403543088059104","isVote":1,"tweetType":1,"viewCount":1563,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":402705685942528,"gmtCreate":1739335489821,"gmtModify":1739335830980,"author":{"id":"3547082202806527","authorId":"3547082202806527","name":"疯投andersun","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":9,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3547082202806527","idStr":"3547082202806527"},"themes":[],"htmlText":"不怀好心","listText":"不怀好心","text":"不怀好心","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/402705685942528","repostId":"2510397198","repostType":2,"repost":{"id":"2510397198","kind":"news","pubTimestamp":1739330241,"share":"https://www.laohu8.com/m/news/2510397198?lang=&edition=full","pubTime":"2025-02-12 11:17","market":"sh","language":"zh","title":"大摩：维持中芯国际(00981)“减持”评级 目标价20.3港元","url":"https://stock-news.laohu8.com/highlight/detail?id=2510397198","media":"智通财经","summary":"智通财经APP获悉，摩根士丹利发布研究报告称，维持中芯国际“减持”评级，目标价20.3港元。大摩虽认同先进节点生产的强劲增长，但因2025年竞争加剧，仍对成熟节点业务表示担忧。中芯国际2025年市盈率为2倍，而ROAE为4.8%，该行认为并不具吸引力。大摩相信，中芯国际今年第一季的强劲表现将归功于中国消费补贴所带动的产品组合，以及先进节点生产的高晶圆价格。就全年而言，中芯国际预期收入增长将快于同业平均水平。","content":"<html><body><p>智通财经APP获悉，<a href=\"https://laohu8.com/S/MS\">摩根士丹利</a>发布研究报告称，维持<a href=\"https://laohu8.com/S/688981\">中芯国际</a>(00981)“减持”评级，目标价20.3港元。大摩虽认同先进节点生产的强劲增长，但因2025年竞争加剧，仍对成熟节点业务表示担忧。<a href=\"https://laohu8.com/S/00981\">中芯国际</a>2025年市盈率为2倍，而ROAE为4.8%，该行认为并不具吸引力。</p><p>报告中称，公司因产品组合改善，2025年首季营运指引目标超预期，同时积极的资本支出仍在继续。大摩相信，中芯国际今年第一季的强劲表现将归功于中国消费补贴所带动的产品组合，以及先进节点生产的高晶圆价格。就全年而言，中芯国际预期收入增长将快于同业平均水平。由于近年资本支出高企，大摩预期集团折旧将持续增长，这可能对其2025年利润率状况带来负面影响。</p></body></html>","source":"stock_zhitongcaijing","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>大摩：维持中芯国际(00981)“减持”评级 目标价20.3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大摩：维持中芯国际(00981)“减持”评级 目标价20.3港元\n</h2>\n\n<h4 class=\"meta\">\n\n\n2025-02-12 11:17 北京时间 <a href=http://www.zhitongcaijing.com/content/detail/1248730.html><strong>智通财经</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>智通财经APP获悉，摩根士丹利发布研究报告称，维持中芯国际(00981)“减持”评级，目标价20.3港元。大摩虽认同先进节点生产的强劲增长，但因2025年竞争加剧，仍对成熟节点业务表示担忧。中芯国际2025年市盈率为2倍，而ROAE为4.8%，该行认为并不具吸引力。报告中称，公司因产品组合改善，2025年首季营运指引目标超预期，同时积极的资本支出仍在继续。大摩相信，中芯国际今年第一季的强劲表现将...</p>\n\n<a href=\"http://www.zhitongcaijing.com/content/detail/1248730.html\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"688981":"中芯国际","00981":"中芯国际"},"source_url":"http://www.zhitongcaijing.com/content/detail/1248730.html","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2510397198","content_text":"智通财经APP获悉，摩根士丹利发布研究报告称，维持中芯国际(00981)“减持”评级，目标价20.3港元。大摩虽认同先进节点生产的强劲增长，但因2025年竞争加剧，仍对成熟节点业务表示担忧。中芯国际2025年市盈率为2倍，而ROAE为4.8%，该行认为并不具吸引力。报告中称，公司因产品组合改善，2025年首季营运指引目标超预期，同时积极的资本支出仍在继续。大摩相信，中芯国际今年第一季的强劲表现将归功于中国消费补贴所带动的产品组合，以及先进节点生产的高晶圆价格。就全年而言，中芯国际预期收入增长将快于同业平均水平。由于近年资本支出高企，大摩预期集团折旧将持续增长，这可能对其2025年利润率状况带来负面影响。","news_type":1,"symbols_score_info":{"688981":1,"00981":1}},"isVote":1,"tweetType":1,"viewCount":2362,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0}],"lives":[]}
