摩根士丹利发表研报指，受消费补贴及先进节点需求推动，中芯2025财年首季营收及毛利率指引超出预期，至于成熟节点价格竞争可能在今年下半年加剧。大摩引述中芯管理层指引，2025财年首季营收将增长6%至8%，毛利率将达19%至21%，超过该行及市场预期。管理层亦指，中央今年首季对智能手机及个人电脑的消费补贴，可能推动终端销售增长15%至20%。加上顾客为因应美国关税变化而提前囤货，导致中芯在今年首季出现...
Source Link摩根士丹利发表研报指，受消费补贴及先进节点需求推动，中芯2025财年首季营收及毛利率指引超出预期，至于成熟节点价格竞争可能在今年下半年加剧。大摩引述中芯管理层指引，2025财年首季营收将增长6%至8%，毛利率将达19%至21%，超过该行及市场预期。管理层亦指，中央今年首季对智能手机及个人电脑的消费补贴，可能推动终端销售增长15%至20%。加上顾客为因应美国关税变化而提前囤货，导致中芯在今年首季出现...
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