【大摩:维持中芯国际(00981.HK)“减持”评级 目标价20.3港元】摩根士丹利发布研究报告称,维持中芯国际(00981.HK)“减持”评级,目标价20.3港元。大摩虽认同先进节点生产的强劲增长,但因2025年竞争加剧,仍对成熟节点业务表示担忧。中芯国际2025年市盈率为2倍,而ROAE为4.8%,该行认为并不具吸引力。

金融界
12 Feb
摩根士丹利发布研究报告称,维持中芯国际(00981.HK)“减持”评级,目标价20.3港元。大摩虽认同先进节点生产的强劲增长,但因2025年竞争加剧,仍对成熟节点业务表示担忧。中芯国际2025年市盈率为2倍,而ROAE为4.8%,该行认为并不具吸引力。

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