里昂：下调中芯国际(00981)盈测维持“跑赢大市”评级

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智通财经APP获悉，里昂发布研报称，下调中芯国际(00981) 2026及27年盈测14%和11%，但维持H股目标价93.3港元及“跑赢大市”评级，至于中芯(688981.SH)A股则续予目标价152元人民币及“跑赢大市”评级。中芯去年第四季的业绩及首季指引均大致符合该行预期。虽然受记忆体短缺所限，但消费类电子产品仍维持稳健需求，公司预期记忆体短缺状况将在9至12个月内缓解。中芯2026年资本开支...

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里昂：下调中芯国际(00981)盈测 维持“跑赢大市”评级

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里昂：下调中芯国际(00981)盈测维持“跑赢大市”评级