跟踪中芯国际很久了,若干年,从没见过1份一季报引起这么多讨论的,而且争议巨大。原因一方面是因为Q1本来就是传统淡季,季报都很平淡,另一个就是几年前中芯国际因为各种原因,关注度不高。这份一季报有认为大幅miss,指引也不好;有认为毛利率和净利润超预期…老外是觉得整体很不错:具体来看财报关键点:1,收入大幅miss,之前指引环比6-8%,实际营收22.47亿美金,环比1.8%;2,但毛利率超预期,达到...
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