一、 中芯国际 的市场定位与评级摩根士丹利发布研报指出，中芯国际(00981)在内地人工智能算力建设领域具有结构性优势。由于其在中国本地人工智能GPU供应链中的关键推动者地位，公司能够有效抵消消费需求的周期性波动。基于此，大摩维持对中芯国际的“增持”评级，并继续给予目标价80港元。二、财务表现与市场需求分析根据中芯国际披露的数据，今年首季收入环比持平，毛利率为18%至20%，略低于市场预期。这一...
Source Link一、 中芯国际 的市场定位与评级摩根士丹利发布研报指出，中芯国际(00981)在内地人工智能算力建设领域具有结构性优势。由于其在中国本地人工智能GPU供应链中的关键推动者地位，公司能够有效抵消消费需求的周期性波动。基于此，大摩维持对中芯国际的“增持”评级，并继续给予目标价80港元。二、财务表现与市场需求分析根据中芯国际披露的数据，今年首季收入环比持平，毛利率为18%至20%，略低于市场预期。这一...
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