智通财经APP获悉,芯片股延续前两日下跌,尾盘跌幅进一步扩大。截至发稿,脑洞科技(02203)跌27.16%,报0.295港元;康特隆(01912)跌10.45%,报0.12港元;晶门半导体(02878)跌9.68%,报0.56港元;中芯国际(00981)跌5.15%,报25.8港元;华虹半导体(01347)跌2.49%,报23.5港元。
消息面上,中芯国际昨日发布公告,公司股票于连续三个交易日内收盘价格涨幅偏离值累计超过30%,属于股票交易异常波动情形。经公司自查,目前日常经营情况正常,未发生重大变化。公司不存在应披露而未披露的重大事项。公司未发现存在对公司股票交易价格可能产生重大影响的媒体报道或市场传闻。
高盛发表研究报告指,预计内地晶圆企业会因为对国产半导体制造的需求上升而受惠,推动长期收入扩张,但利润仍因为定价及产能扩充带来的折旧负担而受压。该行指,晶圆厂为了抓紧本地需求上升而按计划扩张产能,对长期机遇持正面看法。
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