业绩向上 vs 股价向下:中芯国际(00981)们是“该杀”还是“错杀”?

智通财经网2021-09-03

虽然同属晶圆制造板块,但不同晶圆制造公司的股价表现迥然不同。台积电和联电股价在短暂回调后重回高位,而中芯国际和华虹半导体的股价在整一个月内都呈现下跌的态势。8月中上旬是整个行业性下跌的表现,而大陆晶圆制造双雄在8月中下旬的继续下跌也受到国内整个半导体板块下行的拖累影响。来源:Wind、海豚投研整理8月中下旬国内半导体板块下行,主要受“代工价格上涨(设计公司承压)”以及“设备降价(半导体设备公司承压...

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    2021-09-03
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