摩根士丹利发表报告指出，中芯(00981.HK) 2025年第一季收入指引按季升6%至8%，超出市场预期，毛利率介乎19%至21%，与市场预期的18.4%相符，相信是在中国消费补贴加上先进制程生产的高价晶圆下，受更佳产品组合推动。公司预期全年收入增长将快于同业平均水平。该行维持对中芯“减持”评级，目标价20.3元，虽然认为其先进制程的增长强劲，但仍然忧虑成熟制程业务在今年的竞争加剧。(jl/u)(...
Source Link摩根士丹利发表报告指出，中芯(00981.HK) 2025年第一季收入指引按季升6%至8%，超出市场预期，毛利率介乎19%至21%，与市场预期的18.4%相符，相信是在中国消费补贴加上先进制程生产的高价晶圆下，受更佳产品组合推动。公司预期全年收入增长将快于同业平均水平。该行维持对中芯“减持”评级，目标价20.3元，虽然认为其先进制程的增长强劲，但仍然忧虑成熟制程业务在今年的竞争加剧。(jl/u)(...
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