汇丰环球研究表示,中芯(00981.HK) (688981.SH) 持续受惠本地化,纵使短期平均产品售价下行及不确定性。该行视中芯在中美持续紧张导致转向本地采购及中国本土化之下,成为半导体业界赢家。中芯作为中国领先晶圆厂及扩展至更先进制程,正成为中国人工智能相关需求的晶圆厂领先者,纵使短期面对设备良率问题导致的平均产品售价相关逆风,预期该股能够跑赢大市。该行上调对公司2025财年及2026财年每股...
Source Link汇丰环球研究表示,中芯(00981.HK) (688981.SH) 持续受惠本地化,纵使短期平均产品售价下行及不确定性。该行视中芯在中美持续紧张导致转向本地采购及中国本土化之下,成为半导体业界赢家。中芯作为中国领先晶圆厂及扩展至更先进制程,正成为中国人工智能相关需求的晶圆厂领先者,纵使短期面对设备良率问题导致的平均产品售价相关逆风,预期该股能够跑赢大市。该行上调对公司2025财年及2026财年每股...
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