【光大海外】电话会:中芯国际、华虹半导体25Q1业绩解读&投资价值分析

EBoversea
14 May

观点聚焦两大晶圆厂发布25Q1财报,后股价分别累计下跌5.5%和10.2%:核心解读哪些指标不及预期和背后原因,又有哪些亮点被市场忽视?2Q指引意外偏弱,本质原因为何?如何展望2025全年业绩以及拐点何在?️短/中/长期,中芯和华虹股价还有多少空间?后续关键节点催化需要关注哪些?【主持人&主讲人】付天姿 光大研究所所长助理 海外组组长 海外TMT首席分析师【参会人】董馨悦 海外TMT研究员【网络...

Source Link

Disclaimer: Investing carries risk. This is not financial advice. The above content should not be regarded as an offer, recommendation, or solicitation on acquiring or disposing of any financial products, any associated discussions, comments, or posts by author or other users should not be considered as such either. It is solely for general information purpose only, which does not consider your own investment objectives, financial situations or needs. TTM assumes no responsibility or warranty for the accuracy and completeness of the information, investors should do their own research and may seek professional advice before investing.

Most Discussed

  1. 1
     
     
     
     
  2. 2
     
     
     
     
  3. 3
     
     
     
     
  4. 4
     
     
     
     
  5. 5
     
     
     
     
  6. 6
     
     
     
     
  7. 7
     
     
     
     
  8. 8
     
     
     
     
  9. 9
     
     
     
     
  10. 10