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港股異動 | 中芯國際(0981.HK)跌4.76% 四季度來自華為訂單收入或將歸零
格隆匯 10-14 14:37
格隆匯10月14日丨中芯國際(0981.HK)跌4.76%,報19.62港元;中芯國際(688981.SH)亦跌2.34%。高盛最新研報稱,受累於美國對華為和中芯國際限制生效,料中芯國際從本季度開始華為訂單收入將歸零,中芯四季度收入將按年轉跌6%、按季更大跌17%。但高盛同時指出, 中芯國際第三季收入可望按年增長17%、按季增長2%,符合管理層指引水平,會特別留意季績發佈時,中芯國際管理層如何評論美國出口限制影響以及製程節點的進展。上一個交易日,中芯國際(0981.HK)遭到南下資金淨賣出1376萬港元。

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