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米小虎9568
08-14
现在回头看，中银国际真外行啊
中银国际：中芯国际降至“持有”评级 目标价下调至80港元
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14:07","market":"sg","language":"zh","title":"中银国际：中芯国际降至“持有”评级 目标价下调至80港元","url":"https://stock-news.laohu8.com/highlight/detail?id=2655332419","media":"新浪港股","summary":"热点栏目自选股\n数据中心\n行情中心\n资金流向\n模拟交易客户端中银国际发布研报称，中芯国际（00981）方面，该行认为其扩产及提价力度相对温和，扩产主要集中在深圳及临港/上海，利润率扩张将较审慎，因需兼顾先进节点（N+3，相当于台积电N5/6）的良率进展。该行将中芯国际评级由“买入”下调至“持有”，目标价由98.6港元下调至80港元。中银国际给予行业排序为台积电 >华虹宏力> 中芯国际，华虹因其在AI功率模拟领域的更高敞口、较佳利润扩张轨迹及华力微资产注入的潜在价值获更高估值倍数；中芯则因增长趋势较温和及扩产与并购持续加重资产负债表，下调至“持有”评级。","content":"<html><body><div>\n<div>\n<div>\n<img src=\"http://image.sinajs.cn/n/hk/min/640x360xxfhd/00981.png\"/>\n</div>\n<div>\n<div>\n<span>热点栏目</span>\n<s></s>\n自选股\n数据中心\n行情中心\n资金流向\n模拟交易\n</div>\n客户端\n</div>\n</div>\n<p> 中银国际发布研报称，<span><a href=\"https://laohu8.com/S/688981\">中芯国际</a></span><span></span>（00981）方面，该行认为其扩产及提价力度相对温和，扩产主要集中在深圳及临港/上海，利润率扩张将较审慎，因需兼顾先进节点（N+3，相当于<a href=\"https://laohu8.com/S/TSM\">台积电</a>N5/6）的良率进展。该行将<a href=\"https://laohu8.com/S/00981\">中芯国际</a>评级由“买入”下调至“持有”，目标价由98.6港元下调至80港元。</p>\n<p> 中银国际给予行业排序为台积电 > <span><a href=\"https://laohu8.com/S/688347\">华虹宏力</a></span><span></span> > 中芯国际，<a href=\"https://laohu8.com/S/01347\">华虹</a>因其在AI功率模拟领域的更高敞口、较佳利润扩张轨迹及华力微资产注入的潜在价值获更高估值倍数；中芯则因增长趋势较温和及扩产与并购持续加重资产负债表，下调至“持有”评级。</p>\n</div></body></html>","source":"sina","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>中银国际：中芯国际降至“持有”评级 目标价下调至80港元</title>\n<style 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href=\"https://finance.sina.com.cn/stock/hkstock/hkgg/2026-07-31/doc-iniksnxp1345401.shtml\">网页链接</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","LU0289960550.SGD":"AB FCP I - GLOBAL EQUITY BLEND PORTFOLIO 'A' (SGD) ACC","IE00BD6J9T35.USD":"NEUBERGER BERMAN NEXT GENERATION MOBILITY \"A\" (USD) ACC","00981":"中芯国际","LU1974910355.USD":"Allianz Thematica Cl AMg DIS USD","BK1526":"科网股","IE00BQXX3F31.USD":"GUINNESS GLOBAL INNOVATORS \"C\" (USD) ACC","BK4554":"元宇宙及AR概念","IE0004445239.USD":"JANUS HENDERSON US FORTY \"A2\" (USD) ACC","LU2125154935.USD":"ALLSPRING (LUX) WF GLOBAL EQUITY ENHANCED INCOME \"I\" (USD) INC","LU0792757196.USD":"TEMPLETON SHARIAH GLOBAL EQUITY FUND \"A\" (USD) ACC","BK1607":"新IT概念","LU2063271972.USD":"富兰克林创新领域基金","LU2237443382.USD":"Aberdeen Standard SICAV I - Global Dynamic Dividend A MIncA USD","LU2211814178.USD":"ALLIANZ CLEAN PLANET \"AT\" (USD) ACC","EMC":"GLOBAL X EMERGING MARKETS GREAT CONSUMER 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SGD-H"},"source_url":"https://finance.sina.com.cn/stock/hkstock/hkgg/2026-07-31/doc-iniksnxp1345401.shtml","is_english":false,"share_image_url":"https://static.laohu8.com/b0d1b7e8843deea78cc308b15114de44","article_id":"2655332419","content_text":"热点栏目\n\n自选股\n数据中心\n行情中心\n资金流向\n模拟交易\n\n客户端\n\n\n 中银国际发布研报称，中芯国际（00981）方面，该行认为其扩产及提价力度相对温和，扩产主要集中在深圳及临港/上海，利润率扩张将较审慎，因需兼顾先进节点（N+3，相当于台积电N5/6）的良率进展。该行将中芯国际评级由“买入”下调至“持有”，目标价由98.6港元下调至80港元。\n 中银国际给予行业排序为台积电 > 华虹宏力 > 中芯国际，华虹因其在AI功率模拟领域的更高敞口、较佳利润扩张轨迹及华力微资产注入的潜在价值获更高估值倍数；中芯则因增长趋势较温和及扩产与并购持续加重资产负债表，下调至“持有”评级。","news_type":1,"symbols_score_info":{"688981":1.95,"STSM":0.6,"AVSE":0.6,"KNOW":0.6,"SMH":0.6,"SPWO":0.6,"CORO":0.6,"CHPX":0.6,"TSMX":0.6,"TINS":0.6,"AVEM":0.6,"AIQ":0.6,"TTEQ":0.6,"ADVE":0.6,"CGNG":0.6,"CWI":0.6,"TSM":1.86,"CGIC":0.6,"ASIA":0.6,"TSMY":0.6,"WUGI":0.6,"EMM":0.6,"MEMX":0.6,"CGDG":0.6,"EMC":0.6,"BLOX":0.6,"ESIM":0.6,"00981":1.95,"BAI":0.6,"TSMG":0.6,"SPTE":0.6,"TSMZ":0.6,"TEK":0.6,"CGGO":0.6,"AVXC":0.6,"03145":0.6,"UMMA":0.6,"FDTX":0.6,"TSMU":0.6,"CNEQ":0.6}},"isVote":1,"tweetType":1,"viewCount":93,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0}],"hots":[{"id":596577805861424,"gmtCreate":1786667028479,"gmtModify":1786667030434,"author":{"id":"4100955353208050","authorId":"4100955353208050","name":"米小虎9568","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":9,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4100955353208050","idStr":"4100955353208050"},"themes":[],"title":"","htmlText":"现在回头看，中银国际真外行啊","listText":"现在回头看，中银国际真外行啊","text":"现在回头看，中银国际真外行啊","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/596577805861424","repostId":"2655332419","repostType":2,"repost":{"id":"2655332419","kind":"news","pubTimestamp":1785478020,"share":"https://www.laohunote.com/m/news/2655332419?lang=zh_CN&edition=full","pubTime":"2026-07-31 14:07","market":"sg","language":"zh","title":"中银国际：中芯国际降至“持有”评级 目标价下调至80港元","url":"https://stock-news.laohu8.com/highlight/detail?id=2655332419","media":"新浪港股","summary":"热点栏目自选股\n数据中心\n行情中心\n资金流向\n模拟交易客户端中银国际发布研报称，中芯国际（00981）方面，该行认为其扩产及提价力度相对温和，扩产主要集中在深圳及临港/上海，利润率扩张将较审慎，因需兼顾先进节点（N+3，相当于台积电N5/6）的良率进展。该行将中芯国际评级由“买入”下调至“持有”，目标价由98.6港元下调至80港元。中银国际给予行业排序为台积电 >华虹宏力> 中芯国际，华虹因其在AI功率模拟领域的更高敞口、较佳利润扩张轨迹及华力微资产注入的潜在价值获更高估值倍数；中芯则因增长趋势较温和及扩产与并购持续加重资产负债表，下调至“持有”评级。","content":"<html><body><div>\n<div>\n<div>\n<img src=\"http://image.sinajs.cn/n/hk/min/640x360xxfhd/00981.png\"/>\n</div>\n<div>\n<div>\n<span>热点栏目</span>\n<s></s>\n自选股\n数据中心\n行情中心\n资金流向\n模拟交易\n</div>\n客户端\n</div>\n</div>\n<p> 中银国际发布研报称，<span><a href=\"https://laohu8.com/S/688981\">中芯国际</a></span><span></span>（00981）方面，该行认为其扩产及提价力度相对温和，扩产主要集中在深圳及临港/上海，利润率扩张将较审慎，因需兼顾先进节点（N+3，相当于<a href=\"https://laohu8.com/S/TSM\">台积电</a>N5/6）的良率进展。该行将<a href=\"https://laohu8.com/S/00981\">中芯国际</a>评级由“买入”下调至“持有”，目标价由98.6港元下调至80港元。</p>\n<p> 中银国际给予行业排序为台积电 > <span><a href=\"https://laohu8.com/S/688347\">华虹宏力</a></span><span></span> > 中芯国际，<a href=\"https://laohu8.com/S/01347\">华虹</a>因其在AI功率模拟领域的更高敞口、较佳利润扩张轨迹及华力微资产注入的潜在价值获更高估值倍数；中芯则因增长趋势较温和及扩产与并购持续加重资产负债表，下调至“持有”评级。</p>\n</div></body></html>","source":"sina","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>中银国际：中芯国际降至“持有”评级 目标价下调至80港元</title>\n<style 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}\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中银国际：中芯国际降至“持有”评级 目标价下调至80港元\n</h2>\n\n<h4 class=\"meta\">\n\n\n2026-07-31 14:07 北京时间 <a href=https://finance.sina.com.cn/stock/hkstock/hkgg/2026-07-31/doc-iniksnxp1345401.shtml><strong>新浪港股</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>热点栏目\n\n自选股\n数据中心\n行情中心\n资金流向\n模拟交易\n\n客户端\n\n\n 中银国际发布研报称，中芯国际（00981）方面，该行认为其扩产及提价力度相对温和，扩产主要集中在深圳及临港/上海，利润率扩张将较审慎，因需兼顾先进节点（N+3，相当于台积电N5/6）的良率进展。该行将中芯国际评级由“买入”下调至“持有”，目标价由98.6港元下调至80港元。\n 中银国际给予行业排序为台积电 > 华虹宏力...</p>\n\n<a href=\"https://finance.sina.com.cn/stock/hkstock/hkgg/2026-07-31/doc-iniksnxp1345401.shtml\">网页链接</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","LU0289960550.SGD":"AB FCP I - GLOBAL EQUITY BLEND PORTFOLIO 'A' (SGD) ACC","IE00BD6J9T35.USD":"NEUBERGER BERMAN NEXT GENERATION MOBILITY \"A\" (USD) ACC","00981":"中芯国际","LU1974910355.USD":"Allianz Thematica Cl AMg DIS USD","BK1526":"科网股","IE00BQXX3F31.USD":"GUINNESS GLOBAL INNOVATORS \"C\" (USD) ACC","BK4554":"元宇宙及AR概念","IE0004445239.USD":"JANUS HENDERSON US FORTY \"A2\" (USD) ACC","LU2125154935.USD":"ALLSPRING (LUX) WF GLOBAL EQUITY ENHANCED INCOME \"I\" (USD) INC","LU0792757196.USD":"TEMPLETON SHARIAH GLOBAL EQUITY FUND \"A\" (USD) ACC","BK1607":"新IT概念","LU2063271972.USD":"富兰克林创新领域基金","LU2237443382.USD":"Aberdeen Standard SICAV I - Global Dynamic Dividend A MIncA USD","LU2211814178.USD":"ALLIANZ CLEAN PLANET \"AT\" (USD) ACC","EMC":"GLOBAL X EMERGING MARKETS GREAT CONSUMER 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