《大行報告》摩通:中芯(00981.HK)可能繼續承壓 直到晶圓定價情況更清晰
摩根大通發表報告指,中芯(00981.HK)今年第二季業績略優於預期,並指引第三季收入持平,主要由於智能手機庫存調整及消費者應用開始。
中芯管理層預期庫存調整將持續至明年上半年,該行估計集團的收入下跌可能維持至明年第二季。另外,由於美國出口控制及下行週期的憂慮,摩通預期集團股份可能受壓超過一年,直至晶圓定價情況更爲清晰。
摩通對中芯看法保持審慎,將其明年盈利預測下調18%,股份目標價維持18元,評級「中性」。
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