【汇丰研究：中芯首季指引胜预期 惟下半年前景不确定】金十数据2月13日讯，汇丰研究发表报告指，中芯(00981.HK)上季毛利率高于预期，但由于税项及少数股东权益增加，部分抵销金融资产收益，纯利为1.08亿美元，低于该行和市场预期的2.26亿美元和2.2亿美元。报告指，中芯料今年首季收入按季增6%至8%，高于该行和市场预期的下降6%和2%，同时毛利率将介乎19%至21%，亦高于该行和市场预期的18.3%。惟下半年前景不确定。汇丰研究上调中芯2025及2026财年每股盈利预测2%和5%。同时认为目前股价未能反映定价压力、关税影响及需求能见度疲弱。维持35元目标价及减持评级。
Disclaimer: Investing carries risk. This is not financial advice. The above content should not be regarded as an offer, recommendation, or solicitation on acquiring or disposing of any financial products, any associated discussions, comments, or posts by author or other users should not be considered as such either. It is solely for general information purpose only, which does not consider your own investment objectives, financial situations or needs. TTM assumes no responsibility or warranty for the accuracy and completeness of the information, investors should do their own research and may seek professional advice before investing.