提示:点击上方"证券市场周刊"↑免费订阅本刊AI带来的云端和终端芯片增量需求有望成为本轮半导体周期上行的主要推动因素。中芯国际的规模优势及客户积累有利于其在同业竞争中占到先机。但同时,持续资本开支增加了折旧压力,这需要公司不断开拓市场。吴新竹/文2025年2月12日,中芯国际(688981.SH、00981.HK)预计,2025年一季度销售收入环比增长6%-8%,业绩指引淡季不淡。在国内消费刺激...
Source Link提示:点击上方"证券市场周刊"↑免费订阅本刊AI带来的云端和终端芯片增量需求有望成为本轮半导体周期上行的主要推动因素。中芯国际的规模优势及客户积累有利于其在同业竞争中占到先机。但同时,持续资本开支增加了折旧压力,这需要公司不断开拓市场。吴新竹/文2025年2月12日,中芯国际(688981.SH、00981.HK)预计,2025年一季度销售收入环比增长6%-8%,业绩指引淡季不淡。在国内消费刺激...
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