近日,有消息称台湾晶圆代工二哥联电(UMC)与国际晶圆代工厂格芯(Global Foundries)正在探讨可能的合并。对此,高盛证券初步认为,由于双方业务领域高度重叠,竞争格局并未明显改变,此次合并带来的营收综效有限,因此维持联电的“中立”投资评等,推测其合理股价为39元。联电在传出与格芯潜在合并的消息后,股价一度开高,但随后却开高走低,连续两天下跌。市场对于双方合并的效果持有疑虑,同时,考虑到...
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