已经76了，从40调_老虎社区_美港股上老虎

已经76了，从40调到80？笑话呢

大行评级丨大摩：调高中芯国际评级至增持，目标价大幅提升至80港元

格隆汇10月21日｜摩根士丹利将中芯国际(0981.HK)评级由“与大市同步”调高至“增持”，并将目标价由40港元大幅提升至80港元。大摩报告指出，中国人工智能(AI)应用的快速普及，以及对本土人工智能GPU的政策支持，将在未来两年显著提振本土对先进制程晶圆代工的需求。鉴于国产AI芯片需求强劲，上调中国AI GPU销售收入预测，2024至2027年复合年增长率预计为62%。

大行评级丨大摩：调高中芯国际评级至增持，目标价大幅提升至80港元

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

{"i18n":{"language":"zh_CN"},"data":{"magic":2,"id":491516331929808,"tweetId":"491516331929808","gmtCreate":1761019965104,"gmtModify":1761021724660,"author":{"id":3498549872304881,"idStr":"3498549872304881","authorId":3498549872304881,"authorIdStr":"3498549872304881","name":"大卫_8752","avatar":"https://static.tigerbbs.com/94a9d32bf31fc65c816058db66870f47","vip":1,"userType":1,"introduction":"","boolIsFan":false,"boolIsHead":false,"crmLevel":1,"crmLevelSwitch":0,"individualDisplayBadges":[],"fanSize":0,"starInvestorFlag":false},"themes":[],"images":[],"coverImages":[],"html":"<html><head></head><body><p>已经76了，从40调到80？笑话呢</p></body></html>","htmlText":"<html><head></head><body><p>已经76了，从40调到80？笑话呢</p></body></html>","text":"已经76了，从40调到80？笑话呢","highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"favoriteSize":0,"link":"https://laohu8.com/post/491516331929808","repostId":2577812427,"repostType":2,"repost":{"id":"2577812427","kind":"news","pubTimestamp":1761019002,"share":"https://www.laohu8.com/m/news/2577812427?lang=&edition=full","pubTime":"2025-10-21 11:56","market":"hk","language":"zh","title":"大行评级丨大摩：调高中芯国际评级至增持，目标价大幅提升至80港元","url":"https://stock-news.laohu8.com/highlight/detail?id=2577812427","media":"格隆汇","summary":"格隆汇10月21日｜摩根士丹利将中芯国际(0981.HK)评级由“与大市同步”调高至“增持”，并将目标价由40港元大幅提升至80港元。大摩报告指出，中国人工智能(AI)应用的快速普及，以及对本土人工智能GPU的政策支持，将在未来两年显著提振本土对先进制程晶圆代工的需求。鉴于国产AI芯片需求强劲，上调中国AI GPU销售收入预测，2024至2027年复合年增长率预计为62%。","content":"<html><body><article><p>格隆汇10月21日｜<a href=\"https://laohu8.com/S/MS\">摩根士丹利</a>将<a href=\"https://laohu8.com/S/688981\">中芯国际</a>(0981.HK)评级由“与大市同步”调高至“增持”，并将目标价由40港元大幅提升至80港元。大摩报告指出，中国人工智能(AI)应用的快速普及，以及对本土人工智能GPU的政策支持，将在未来两年显著提振本土对先进制程晶圆代工的需求。鉴于国产AI芯片需求强劲，上调中国AI GPU销售收入预测，2024至2027年复合年增长率预计为62%。</p></article></body></html>","source":"tencent","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>大行评级丨大摩：调高中芯国际评级至增持，目标价大幅提升至80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大行评级丨大摩：调高中芯国际评级至增持，目标价大幅提升至80港元\n</h2>\n\n<h4 class=\"meta\">\n\n\n2025-10-21 11:56 北京时间&nbsp;&nbsp;&nbsp;<a href=http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20251021115813a6c503db&s=b><strong>格隆汇</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>格隆汇10月21日｜摩根士丹利将中芯国际(0981.HK)评级由“与大市同步”调高至“增持”，并将目标价由40港元大幅提升至80港元。大摩报告指出，中国人工智能(AI)应用的快速普及，以及对本土人工智能GPU的政策支持，将在未来两年显著提振本土对先进制程晶圆代工的需求。鉴于国产AI芯片需求强劲，上调中国AI GPU销售收入预测，2024至2027年复合年增长率预计为62%。</p>\n\n<a href=\"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20251021115813a6c503db&s=b\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"00981":"中芯国际"},"source_url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20251021115813a6c503db&s=b","is_english":false,"share_image_url":"https://static.laohu8.com/9a95c1376e76363c1401fee7d3717173","article_id":"2577812427","content_text":"格隆汇10月21日｜摩根士丹利将中芯国际(0981.HK)评级由“与大市同步”调高至“增持”，并将目标价由40港元大幅提升至80港元。大摩报告指出，中国人工智能(AI)应用的快速普及，以及对本土人工智能GPU的政策支持，将在未来两年显著提振本土对先进制程晶圆代工的需求。鉴于国产AI芯片需求强劲，上调中国AI GPU销售收入预测，2024至2027年复合年增长率预计为62%。","news_type":1,"symbols_score_info":{"00981":1.5}},"isVote":1,"tweetType":1,"viewCount":59,"commentLimit":10,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"symbols":[],"verified":2,"subType":0,"readableState":1,"langContent":"CN","currentLanguage":"CN","warmUpFlag":false,"orderFlag":false,"shareable":true,"causeOfNotShareable":"","featuresForAnalytics":[],"commentAndTweetFlag":false,"andRepostAutoSelectedFlag":false,"upFlag":false,"length":26,"optionInvolvedFlag":false,"xxTargetLangEnum":"ZH_CN"},"commentList":[],"hasMoreComment":false,"orderType":2}