晨星:中国芯片生产商从本土需求中受益

格隆汇
Aug 11

格隆汇8月11日|晨星研报表示,中国芯片代工厂商从本土化需求中获得的益处超出预期。美国关税对这些公司全年业绩预期的损害没有市场担心的那么大,与此同时,在更高关税生效前的提前发货也让这些公司在第二季度受益。中芯国际和华虹半导体对短期和长期前景的看法都比全球同行更为乐观。

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