中银国际：中芯国际降至“持有”评级目标价下调至80港元

新浪港股07-31

热点栏目自选股数据中心行情中心资金流向模拟交易客户端　　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...

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米小虎9568
08-14
米小虎9568
现在回头看，中银国际真外行啊

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<span><a href=\"https://laohu8.com/S/688347\">华虹宏力</a></span><span></span> &gt; 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 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; 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}\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&nbsp;&nbsp;&nbsp;<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","LU1989772840.SGD":"CPR Invest - Climate Action A2 Acc SGD-H","FDTX":"Fidelity Disruptive Technology ETF","LU0143863198.USD":"CT (LUX) I GLOBAL EMERGING MARKET EQUITIES\"AU\" (USD) ACC","LU0124676726.USD":"AB SICAV I - SUSTAINABLE US THEMATIC PORTFOLIO \"A\" (USD) ACC","LU2237443549.SGD":"Aberdeen Standard SICAV I - Global Dynamic Dividend A MIncA SGD-H","LU1037948897.HKD":"AB LOW VOLATILITY EQUITY PORTFOLIO \"AD\" (HKD) INC","LU1989772923.USD":"CPR Invest - Climate Action A2 Acc USD-H","LU0965508806.USD":"AB LOW VOLATILITY EQUITY PORTFOLIO \"AD\" (USD) INC","LU2237443622.USD":"Aberdeen Standard SICAV I - Global Dynamic Dividend A Acc USD","LU0359202008.SGD":"Blackrock China Fund A2 SGD-H","LU2298321311.HKD":"BGF CIRCULAR ECONOMY \"A\" (HKDHDG) ACC","LU1989764664.SGD":"CPR Invest - Global Disruptive Opportunities A2 Acc SGD-H","LU1934455277.USD":"AB SICAV I LOW VOLATILITY TOTAL RETURN EQUITY PORT \"AD\" (USD) INC","LU2023250504.SGD":"Allianz Thematica Cl AMg DIS H2-SGD","SMH":"半导体指数ETF-HOLDRs","IE0004086264.USD":"BNY MELLON GLOBAL OPPORTUNITIES \"A\" (USD) ACC","IE00B3M56506.USD":"NEUBERGER BERMAN EMERGING MARKETS EQUITY \"A\" (USD) ACC","LU2237443978.SGD":"Aberdeen Standard SICAV I - Global Dynamic Dividend A Acc SGD-H","SG9999000418.SGD":"Aberdeen Standard Global Technology SGD","LU1989764748.USD":"东方汇理环球颠覆性机遇A2 Acc","LU0889566641.SGD":"FTSF - Templeton Shariah Global Equity A Acc SGD","LU2028103732.USD":"ALLIANZ GLOBAL SUSTAINABILITY \"AMG\" (USD) INC","BK4527":"明星科技股","LU2491049909.HKD":"WELLINGTON SUSTAINABLE OUTCOMES \"A\" (HKD) ACC","AIQ":"Global X Artificial Intelligence & Technology ETF","LU1037948541.HKD":"AB LOW VOLATILITY EQUITY PORTFOLIO \"A\" (HKD) ACC","LU0238689110.USD":"贝莱德环球动力股票基金","LU2491050071.SGD":"WELLINGTON SUSTAINABLE OUTCOMES \"A\" (SGDHDG) ACC","LU0310799852.SGD":"FTIF - Templeton Global Equity Income A MDIS SGD","BAI":"iShares A.I. 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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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中银国际：中芯国际降至“持有”评级目标价下调至80港元