【2 月 21 日,大和下调中芯国际明年业绩预测】大和发表报告,因关注需求透支可能对中芯国际 2026 年业务构成压力,且异常高且长的资本支出周期加重对折旧及地缘政治负担的担忧,对其结构性盈利能力构成压力,加上估值过高,下调中芯投资评级,由“持有”降至“沽售”,目标价由 27 港元上调至 29 港元,并建议投资者撤离,等待估值重设。该行指出,中芯今年资本支出按年持平的指引令其意外,因相信基于地缘...
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