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杰西虎
2024-02-08
13[捂脸]
《大行报告》瑞银降中芯(00981.HK)目标价至13元 评级“沽售”
杰西虎
2023-01-03
快手
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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,"symbols_score_info":{"688981":1,"00981":1}},"isVote":1,"tweetType":1,"viewCount":1874,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":628061623,"gmtCreate":1672759951962,"gmtModify":1672759978264,"author":{"id":"4101388302336950","authorId":"4101388302336950","name":"杰西虎","avatar":"https://static.tigerbbs.com/05bd8dbb2494362c024c6e35016e731b","crmLevel":6,"crmLevelSwitch":1,"followedFlag":false,"idStr":"4101388302336950","authorIdStr":"4101388302336950"},"themes":[],"htmlText":"快手","listText":"快手","text":"快手","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/628061623","repostId":"1753300679010381","repostType":17,"isVote":1,"tweetType":1,"viewCount":2501,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0}],"hots":[{"id":271615066103920,"gmtCreate":1707364031165,"gmtModify":1707365676180,"author":{"id":"4101388302336950","authorId":"4101388302336950","name":"杰西虎","avatar":"https://static.tigerbbs.com/05bd8dbb2494362c024c6e35016e731b","crmLevel":6,"crmLevelSwitch":1,"followedFlag":false,"idStr":"4101388302336950","authorIdStr":"4101388302336950"},"themes":[],"htmlText":"13[捂脸] 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</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 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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 <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,"symbols_score_info":{"688981":1,"00981":1}},"isVote":1,"tweetType":1,"viewCount":1874,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":628061623,"gmtCreate":1672759951962,"gmtModify":1672759978264,"author":{"id":"4101388302336950","authorId":"4101388302336950","name":"杰西虎","avatar":"https://static.tigerbbs.com/05bd8dbb2494362c024c6e35016e731b","crmLevel":6,"crmLevelSwitch":1,"followedFlag":false,"idStr":"4101388302336950","authorIdStr":"4101388302336950"},"themes":[],"htmlText":"快手","listText":"快手","text":"快手","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/628061623","repostId":"1753300679010381","repostType":17,"isVote":1,"tweetType":1,"viewCount":2501,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0}],"lives":[]}
