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米小虎9568
08-14
现在回头看，中银国际真外行啊
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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","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 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