焦点板块及个股 | 中芯国际;古茗;美国地产;巴西市场;印度水泥业

中信证券财富管...
12 Feb

中芯国际 (981 HK; 45.3港元; 目标价: 58港元) 指引再超预期,持续看好公司发展公司2024年第四季度业绩和2025年第一季度指引均显示出经营亮点。四季度净利润环比增长,其中少数股东损益超预期,反映个别重点子公司经营向好。晶圆平均单价继续上行,中国区及12英寸收入占比持续提升,表明公司持续受益于国内12英寸代工需求增长。25年资本开支超预期,后续产能释放可期。当前外部环境下,晶圆厂...

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