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港股
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中芯国际
50.050
-1.050
-2.05%
手动刷新
成交量:
6,584.07万
成交额:
33.40亿
市值:
3,996.99亿
市盈率:
102.99
高:
52.300
开:
51.100
低:
49.900
收:
51.100
数据加载中...
总览
公司
新闻
公告
另类视角看中芯:港 A 价差背后,信仰鸿沟多大?
海豚投研
·
06-20
北水動向 | 北水淨入15.51億港元,買中芯國際、南方恒生科技,沽泡泡瑪特、盈富
老虎資訊
·
06-20
每日卖空追踪 | 中芯国际 06月20日卖空量成交424.75万股,卖空比例为6.6%
市场透视
·
06-20
中芯(00981.HK)首季晶圆代工市占扩至6% 迫近三星电子7.7%
阿斯达克财经
·
06-20
芯片代工市场格局生变 中芯国际大幅逼近三星电子
金融界
·
06-20
中芯国际(00981)出现大手买入15.1万股,成交价$39.7,涉资599.47万
阿斯达克财经
·
06-20
港股半导体板块盘初走强,华虹半导体涨近7%
老虎资讯综合
·
06-20
中芯国际6月19日获融资买入1.79亿元,融资余额72.71亿元
新浪财经
·
06-20
中芯国际、海光信息等:科创板两融余额降2.21亿 海光净买近6000万
和讯财经
·
06-19
每日卖空追踪 | 中芯国际 06月18日卖空量成交284.4万股,卖空比例为5.68%
市场透视
·
06-18
中芯国际06月18日遭主力大幅抛售1.9亿元
市场透视
·
06-18
中芯国际跌0.47%,成交额12.25亿元,后市是否有机会?
新浪财经
·
06-18
研报掘金丨中邮证券:中芯国际产能利用率稳健,维持“买入”评级
金融界
·
06-18
芯密科技IPO:“80后”董事长谢昌杰控股47%,曾为中芯国际工程师
瑞财经
·
06-18
中证新兴产业指数下跌0.41%,前十大权重包含中芯国际等
金融界
·
06-17
中芯国际与巨头营收差距缩小 iPhone15现感人价果粉抢疯天
ZOL中关村在线
·
06-17
外交部回应华为、中芯国际进台湾实体名单
中国基金报
·
06-17
南向资金持续“买买买”,港股定价权重塑,AH股溢价指数跌至近5年最低!
每经网
·
06-17
中芯国际概念盘中拉升,神工股份涨5.94%
市场透视
·
06-17
中芯国际(00981)出现大手买入15.3万股,成交价$39.65,涉资606.645万
阿斯达克财经
·
06-17
更多
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.wx-sou","directOrigin":true},"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN202506201933459524b0fb&s=b","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"0","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":"tencent","symbols":["LU1064130708.USD","00981","LU2148510915.USD","BK0214","LU1064131003.USD","SGXZ49509284.SGD","SGXZ81163826.USD","688981"],"gpt_icon":0},{"id":"1113678614","title":"北水動向 | 北水淨入15.51億港元,買中芯國際、南方恒生科技,沽泡泡瑪特、盈富","url":"https://stock-news.laohu8.com/highlight/detail?id=1113678614","media":"老虎資訊","labels":["shareholding"],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/1113678614?lang=zh_cn&edition=fundamental","pubTime":"2025-06-20 17:59","pubTimestamp":1750413561,"startTime":"0","endTime":"0","summary":"北水今日淨入15.51億港元。 其中:淨買入建設銀行6.89億、中芯國際5.32億、南方恒生科技4.29億;淨賣出騰訊控股12.34億、泡泡瑪特6.54億、中國銀行6.49億、盈富基金6.17億、中國海洋石油5.28億、阿里巴巴-W 4.32億。據統計,北水已連續16日淨賣出騰訊,共計185.8564億港元;連續3日淨賣出泡泡瑪特,共計21.0136億港元;連續8日淨買入建設銀行,共計50.0928億港元。(格隆匯)","market":"hk","thumbnail":"https://static.tigerbbs.com/3e1ae3d0f75bebef8011736e9031acae","type":0,"news_type":0,"thumbnails":["https://static.tigerbbs.com/3e1ae3d0f75bebef8011736e9031acae"],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":"","theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"","is_publish_highlight":true,"source_rank":0,"column":"","sentiment":"0","news_top_title":null,"news_tag":"shareholding","news_rank":0,"length":0,"strategy_id":0,"source":null,"symbols":["09992","03033","02800","HSCEI","HSI","00981","HSTECH"],"gpt_icon":0},{"id":"2544255281","title":"每日卖空追踪 | 中芯国际 06月20日卖空量成交424.75万股,卖空比例为6.6%","url":"https://stock-news.laohu8.com/highlight/detail?id=2544255281","media":"市场透视","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2544255281?lang=zh_cn&edition=fundamental","pubTime":"2025-06-20 16:30","pubTimestamp":1750408217,"startTime":"0","endTime":"0","summary":"中芯国际北京时间06月20日,涨1.67%,卖空量成交424.75万股%,较上一交易日减少15.52%更多个股卖空数据请看下面视窗:卖空数据是观测市场多空博弈的关键指标:短期可反映市场情绪,高卖空比例预示看空预期,但极端值可能触发轧空反弹;长期结合基本面恶化则预警下行风险。需注意其局限性:卖空行为包含对冲需求,未必单纯看空;机构可能通过衍生品做空未体现在数据中,且散户跟风易扭曲信号。股市有风险,请谨慎决策。","market":"hk","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":{"source":"tencent","url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20250620173417a4b45519&s=b","rn_cache_url":null,"customStyle":"body{padding-top:10px;}#news_title{font-weight:bold;#titleStyle#;}#news_description span{font-size:12px;#descriptionStyle#;}.footer-note{#statement#}","selectors":".mod-LoadTzbdNews, body","filters":".relate-stock, .hot-list, .recom-box, .wx-sou","directOrigin":true},"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20250620173417a4b45519&s=b","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"0","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":"tencent","symbols":["BK1610","00981","BK1526","BK1607","BK1163","BK1614"],"gpt_icon":0},{"id":"2544143941","title":"中芯(00981.HK)首季晶圆代工市占扩至6% 迫近三星电子7.7%","url":"https://stock-news.laohu8.com/highlight/detail?id=2544143941","media":"阿斯达克财经","labels":["dataReport"],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2544143941?lang=zh_cn&edition=fundamental","pubTime":"2025-06-20 15:10","pubTimestamp":1750403400,"startTime":"0","endTime":"0","summary":"但中芯国际正迅速追赶韩国三星电子,市场份额已攀升至6%,并持续增长;而三星电子的市场份额则降至7.7%。据TrendForce最新报告显示,受季节性市场淡季影响,首季度全球前十大晶圆代工公司总收入为364.3亿美元,按季降5.4%。晶圆代工龙头台积电今年首季营收按季降5%至255.17亿美元,但市场占有率却逆势上升0.5个百分点至67.6%。同样出现下降的还有三星电子,其2025年第一季度营收大幅下滑11.3%,降至28.93亿美元,其市场占有率从8.1%降至7.7%。","market":"hk","thumbnail":"https://plib.aastocks.com/aafnnews/image/medialib/20180508142825152_s.jpg","type":0,"news_type":0,"thumbnails":["https://plib.aastocks.com/aafnnews/image/medialib/20180508142825152_s.jpg"],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"http://www.aastocks.com/tc/stocks/analysis/china-hot-topic-content.aspx?id=NOW.1448149&catg=4&source=AAFN","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"1","news_top_title":null,"news_tag":"dataReport","news_rank":0,"length":0,"strategy_id":0,"source":"aastocks_highlight","symbols":["00981","BK0214","SGXZ49509284.SGD","BK1163","BK1526","BK1614","SGXZ81163826.USD","BK1607","LU2148510915.USD","688981","BK1610","LU1064130708.USD","LU1064131003.USD"],"gpt_icon":1},{"id":"2544006114","title":"芯片代工市场格局生变 中芯国际大幅逼近三星电子","url":"https://stock-news.laohu8.com/highlight/detail?id=2544006114","media":"金融界","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2544006114?lang=zh_cn&edition=fundamental","pubTime":"2025-06-20 12:57","pubTimestamp":1750395459,"startTime":"0","endTime":"0","summary":"在全球芯片代工市场的激烈竞争中,格局正发生深刻变化。曾经稳居第二的三星电子如今面临严峻挑战,而中芯国际则展现出强劲的发展势头,迅速崛起。值得注意的是,中芯国际正以惊人的速度追赶三星电子,其市场份额已攀升至6%并持续增长。相比之下,三星代工市场份额不升反降的原因可能是由于其交货问题导致的客户流失和订单减少。","market":"sh","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":{"source":"tencent","url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN202506201301239787750a&s=b","rn_cache_url":null,"customStyle":"body{padding-top:10px;}#news_title{font-weight:bold;#titleStyle#;}#news_description span{font-size:12px;#descriptionStyle#;}.footer-note{#statement#}","selectors":".mod-LoadTzbdNews, body","filters":".relate-stock, .hot-list, .recom-box, .wx-sou","directOrigin":true},"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN202506201301239787750a&s=b","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"0","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":"tencent","symbols":["LU2148510915.USD","159813","SGXZ81163826.USD","BK0214","688981","00981","LU1064131003.USD","SGXZ49509284.SGD","LU1064130708.USD"],"gpt_icon":0},{"id":"2544152551","title":"中芯国际(00981)出现大手买入15.1万股,成交价$39.7,涉资599.47万","url":"https://stock-news.laohu8.com/highlight/detail?id=2544152551","media":"阿斯达克财经","labels":["shareholding"],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2544152551?lang=zh_cn&edition=fundamental","pubTime":"2025-06-20 10:10","pubTimestamp":1750385400,"startTime":"0","endTime":"0","summary":"[大手成交]中芯国际(00981)在上午10:10出现大手买入,成交量为15.1万,成交价为港币$39.7,涉资599.47万。至目前为止,股价升2.188%,今日最高价为$39.85,而最低价为$38.95,总成交量为2.295千万股,总成交金额港币$9.097亿。","market":"fut","thumbnail":"https://plib.aastocks.com/aafnnews/image/medialib/20180815142908460_s.jpg","type":0,"news_type":0,"thumbnails":["https://plib.aastocks.com/aafnnews/image/medialib/20180815142908460_s.jpg"],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"http://www.aastocks.com/tc/stocks/news/aamm-content/AAT2506203290/aamm-all-category","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"1","news_top_title":null,"news_tag":"shareholding","news_rank":0,"length":0,"strategy_id":0,"source":"aastocks_highlight","symbols":["BK1607","SGXZ49509284.SGD","688981","BK1614","LU1064131003.USD","BK1163","SGXZ81163826.USD","LU1064130708.USD","LU2148510915.USD","BK0214","00981","BK1610","BK1526"],"gpt_icon":0},{"id":"1183408251","title":"港股半导体板块盘初走强,华虹半导体涨近7%","url":"https://stock-news.laohu8.com/highlight/detail?id=1183408251","media":"老虎资讯综合","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/1183408251?lang=zh_cn&edition=fundamental","pubTime":"2025-06-20 09:38","pubTimestamp":1750383480,"startTime":"0","endTime":"0","summary":"6月20日,港股半导体板块盘初走强,$华虹半导体(01347)$涨近7%,$中芯国际(00981)$、$上海复旦(01385)$、$晶门半导体(02878)$涨超2%。","market":"hk","thumbnail":"https://static.tigerbbs.com/03e38a3a3c63bd5a9d8d8ca2d384d1c5","type":0,"news_type":0,"thumbnails":["https://static.tigerbbs.com/03e38a3a3c63bd5a9d8d8ca2d384d1c5"],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"","is_publish_highlight":true,"source_rank":0,"column":"","sentiment":"1","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":null,"symbols":["00981","01385","01347"],"gpt_icon":0},{"id":"2544118892","title":"中芯国际6月19日获融资买入1.79亿元,融资余额72.71亿元","url":"https://stock-news.laohu8.com/highlight/detail?id=2544118892","media":"新浪财经","labels":["shareholding"],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2544118892?lang=zh_cn&edition=fundamental","pubTime":"2025-06-20 09:18","pubTimestamp":1750382297,"startTime":"0","endTime":"0","summary":"6月19日,中芯国际跌0.44%,成交额14.55亿元。两融数据显示,当日中芯国际获融资买入额1.79亿元,融资偿还1.66亿元,融资净买入1255.77万元。截至6月19日,中芯国际融资融券余额合计72.86亿元。2025年1月-3月,中芯国际实现营业收入163.01亿元,同比增长29.44%;归母净利润13.56亿元,同比增长166.50%。","market":"sh","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":{"source":"tencent","url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20250620092028a4b39092&s=b","rn_cache_url":null,"customStyle":"body{padding-top:10px;}#news_title{font-weight:bold;#titleStyle#;}#news_description span{font-size:12px;#descriptionStyle#;}.footer-note{#statement#}","selectors":".mod-LoadTzbdNews, body","filters":".relate-stock, .hot-list, .recom-box, .wx-sou","directOrigin":true},"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20250620092028a4b39092&s=b","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"1","news_top_title":null,"news_tag":"shareholding","news_rank":0,"length":0,"strategy_id":0,"source":"tencent","symbols":["LU1064130708.USD","00981","LU2148510915.USD","BK0214","LU1064131003.USD","SGXZ49509284.SGD","SGXZ81163826.USD","688981"],"gpt_icon":0},{"id":"2544131722","title":"中芯国际、海光信息等:科创板两融余额降2.21亿 海光净买近6000万","url":"https://stock-news.laohu8.com/highlight/detail?id=2544131722","media":"和讯财经","labels":["dataReport"],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2544131722?lang=zh_cn&edition=fundamental","pubTime":"2025-06-19 12:51","pubTimestamp":1750308660,"startTime":"0","endTime":"0","summary":"【6月18日科创板两融余额减少,多股融资情况有变化】 截至6月18日,按板块统计,科创板两融余额合计1556.51亿元,较上一日减少2.21亿元。其中,融资余额合计1551.54亿元,较上一日减少2.25亿元。 科创板个股中,最新融资余额超10亿元的有18只。中芯国际以72.59亿元融资余额居首,寒武纪 - U、海光信息紧随,融资余额分别为42.69亿元、37.29亿元。 与前一日相比,282只科创板个股融资余额环比增加。29只个股获融资净买入超千万元,海光信息获融资净买入最多,环比上一日增加5919.70万元。\n\n\n\n海量资讯、精准解读,尽在新浪财经APP","market":"hk","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"https://finance.sina.com.cn/roll/2025-06-19/doc-infaqrft3958413.shtml","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"0","news_top_title":null,"news_tag":"dataReport","news_rank":0,"length":0,"strategy_id":0,"source":"sina","symbols":["688981","BK1163","00981","SGXZ49509284.SGD","BK1610","688041","BK0214","BK1607","LU2148510915.USD","LU1064131003.USD","LU1969619763.USD","LU1064130708.USD","159982","SGXZ81163826.USD","LU2328871848.SGD","BK1614","BK1526"],"gpt_icon":0},{"id":"2544975206","title":"每日卖空追踪 | 中芯国际 06月18日卖空量成交284.4万股,卖空比例为5.68%","url":"https://stock-news.laohu8.com/highlight/detail?id=2544975206","media":"市场透视","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2544975206?lang=zh_cn&edition=fundamental","pubTime":"2025-06-18 16:30","pubTimestamp":1750235417,"startTime":"0","endTime":"0","summary":"中芯国际北京时间06月18日,跌1.13%,卖空量成交284.4万股%,较上一交易日减少37.96%更多个股卖空数据请看下面视窗:卖空数据是观测市场多空博弈的关键指标:短期可反映市场情绪,高卖空比例预示看空预期,但极端值可能触发轧空反弹;长期结合基本面恶化则预警下行风险。需注意其局限性:卖空行为包含对冲需求,未必单纯看空;机构可能通过衍生品做空未体现在数据中,且散户跟风易扭曲信号。股市有风险,请谨慎决策。","market":"hk","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":{"source":"tencent","url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20250618174921a7103dd1&s=b","rn_cache_url":null,"customStyle":"body{padding-top:10px;}#news_title{font-weight:bold;#titleStyle#;}#news_description span{font-size:12px;#descriptionStyle#;}.footer-note{#statement#}","selectors":".mod-LoadTzbdNews, body","filters":".relate-stock, .hot-list, .recom-box, .wx-sou","directOrigin":true},"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20250618174921a7103dd1&s=b","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"0","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":"tencent","symbols":["BK1610","00981","BK1614","BK1607","BK1526","BK1163"],"gpt_icon":0},{"id":"2544204649","title":"中芯国际06月18日遭主力大幅抛售1.9亿元","url":"https://stock-news.laohu8.com/highlight/detail?id=2544204649","media":"市场透视","labels":["shareholding"],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2544204649?lang=zh_cn&edition=fundamental","pubTime":"2025-06-18 16:15","pubTimestamp":1750234546,"startTime":"0","endTime":"0","summary":"06月18日, 中芯国际股价跌1.13%,报收39.25元,成交金额19.6亿元,换手率0.83%,振幅2.14%,量比0.94。中芯国际今日主力资金净流出1.9亿元,上一交易日主力净流出1.3亿元。该股近5个交易日下跌5.64%,主力资金累计净流出7.3亿元;近20日主力资金累计净流出6.8亿元,其中净流出天数为14日。","market":"hk","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":{"source":"tencent","url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20250618173925a4b04459&s=b","rn_cache_url":null,"customStyle":"body{padding-top:10px;}#news_title{font-weight:bold;#titleStyle#;}#news_description span{font-size:12px;#descriptionStyle#;}.footer-note{#statement#}","selectors":".mod-LoadTzbdNews, body","filters":".relate-stock, .hot-list, .recom-box, 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16:08","pubTimestamp":1750234081,"startTime":"0","endTime":"0","summary":"6月18日,中芯国际跌0.47%,成交额12.25亿元,换手率0.75%,总市值6549.27亿元。截至3月31日,中芯国际股东户数25.80万,较上期增加3.69%;人均流通股8042股,较上期减少3.82%。2025年1月-3月,中芯国际实现营业收入163.01亿元,同比增长29.44%;归母净利润13.56亿元,同比增长166.50%。机构持仓方面,截止2025年3月31日,中芯国际十大流通股东中,华夏上证科创板50成分ETF位居第五大流动股东,持股9237.14万股,相比上期减少2221.82万股。","market":"hk","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":{"source":"tencent","url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20250618165620a4b02c9c&s=b","rn_cache_url":null,"customStyle":"body{padding-top:10px;}#news_title{font-weight:bold;#titleStyle#;}#news_description span{font-size:12px;#descriptionStyle#;}.footer-note{#statement#}","selectors":".mod-LoadTzbdNews, body","filters":".relate-stock, .hot-list, .recom-box, .wx-sou","directOrigin":true},"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20250618165620a4b02c9c&s=b","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"-1","news_top_title":null,"news_tag":"dataReport","news_rank":0,"length":0,"strategy_id":0,"source":"tencent","symbols":["BK1163","BK1526","BK1614","00981","BK1610","688981","BK1607"],"gpt_icon":1},{"id":"2544434947","title":"研报掘金丨中邮证券:中芯国际产能利用率稳健,维持“买入”评级","url":"https://stock-news.laohu8.com/highlight/detail?id=2544434947","media":"金融界","labels":["dataReport"],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2544434947?lang=zh_cn&edition=fundamental","pubTime":"2025-06-18 13:59","pubTimestamp":1750226367,"startTime":"0","endTime":"0","summary":"中邮证券研报指出,产能利用率稳健,中芯国际工业与汽车收入额环比增长超两成。工厂生产性波动影响延续至Q2,预计Q2销售收入环比下降4%到6%,毛利率在18%到20%之间。公司预计到年底,在国际市场的营业额会在去年的基础上进一步增长。公司预计保持大概每年5万片12英寸上下的月产能扩充速度,对应公司一年投资大概75亿美元里面八成用来买设备,其他用来买地、盖房子、建立基础设施等。当前股价对应2025-2027年PB分别为4.31倍、4.15倍、3.96倍,维持“买入”评级。本文源自:金融界AI电报","market":"hk","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":{"source":"tencent","url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20250618140329a4afe839&s=b","rn_cache_url":null,"customStyle":"body{padding-top:10px;}#news_title{font-weight:bold;#titleStyle#;}#news_description span{font-size:12px;#descriptionStyle#;}.footer-note{#statement#}","selectors":".mod-LoadTzbdNews, body","filters":".relate-stock, .hot-list, .recom-box, .wx-sou","directOrigin":true},"property":["rate"],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20250618140329a4afe839&s=b","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"1","news_top_title":null,"news_tag":"dataReport","news_rank":0,"length":0,"strategy_id":0,"source":"tencent","symbols":["00981"],"gpt_icon":0},{"id":"2544912336","title":"芯密科技IPO:“80后”董事长谢昌杰控股47%,曾为中芯国际工程师","url":"https://stock-news.laohu8.com/highlight/detail?id=2544912336","media":"瑞财经","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2544912336?lang=zh_cn&edition=fundamental","pubTime":"2025-06-18 09:05","pubTimestamp":1750208706,"startTime":"0","endTime":"0","summary":"瑞财经 吴文婷6月16日,上海芯密科技股份有限公司科创板IPO申请获受理,保荐机构为国金证券股份有限公司,保荐代表人为俞乐、胡琳扬,会计师事务所为天健会计师事务所。IPO前,谢昌杰直接持有公司20.26%的股份,为公司第一大股东;同时分别持有瓯蕊禧、鼋溪66.60%、15.28%的合伙份额并担任执行事务合伙人,即通过瓯蕊禧、鼋溪合计间接控制公司26.72%的股份表决权。因此,谢昌杰合计控制公司46.98%的股份表决权,为公司的控股股东、实际控制人。","market":"sh","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":{"source":"tencent","url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN202506180906139520f12b&s=b","rn_cache_url":null,"customStyle":"body{padding-top:10px;}#news_title{font-weight:bold;#titleStyle#;}#news_description span{font-size:12px;#descriptionStyle#;}.footer-note{#statement#}","selectors":".mod-LoadTzbdNews, body","filters":".relate-stock, .hot-list, .recom-box, .wx-sou","directOrigin":true},"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN202506180906139520f12b&s=b","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"0","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":"tencent","symbols":["688981","00981","SGXZ49509284.SGD","LU1064131003.USD","LU1064130708.USD","LU2148510915.USD","BK0214","SGXZ81163826.USD"],"gpt_icon":0},{"id":"2544654749","title":"中证新兴产业指数下跌0.41%,前十大权重包含中芯国际等","url":"https://stock-news.laohu8.com/highlight/detail?id=2544654749","media":"金融界","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2544654749?lang=zh_cn&edition=fundamental","pubTime":"2025-06-17 18:08","pubTimestamp":1750154887,"startTime":"0","endTime":"0","summary":"金融界6月17日消息,上证指数低开震荡,中证新兴产业指数 下跌0.41%,报7825.43点,成交额1096.64亿元。数据统计显示,中证新兴产业指数近一个月下跌0.77%,近三个月下跌7.48%,年至今下跌4.31%。该指数以2004年12月31日为基日,以1000.0点为基点。从中证新兴产业指数持仓样本的行业来看,信息技术占比34.82%、工业占比24.98%、医药卫生占比12.93%、通信服务占比9.09%、可选消费占比6.86%、原材料占比6.26%、金融占比3.75%、公用事业占比1.31%。","market":"hk","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":{"source":"tencent","url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN2025061718135095200d49&s=b","rn_cache_url":null,"customStyle":"body{padding-top:10px;}#news_title{font-weight:bold;#titleStyle#;}#news_description span{font-size:12px;#descriptionStyle#;}.footer-note{#statement#}","selectors":".mod-LoadTzbdNews, body","filters":".relate-stock, .hot-list, .recom-box, 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16:41","pubTimestamp":1750149683,"startTime":"0","endTime":"0","summary":"近一年来,从南下资金买入对象来看,港股上市的科网股,以及AH龙头公司是主要买入标的。据Wind统计,截至6月17日,恒生沪港深通AH股溢价指数已跌至近5年来最低值126.91,此前这一指数一度超过160。此外,宁德时代、药明康德、恒瑞医药和招商银行的A股已经较H股出现明显折价。其中,宁德时代A股折价率超13%。","market":"hk","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":{"source":"tencent","url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20250617164230a70dde77&s=b","rn_cache_url":null,"customStyle":"body{padding-top:10px;}#news_title{font-weight:bold;#titleStyle#;}#news_description span{font-size:12px;#descriptionStyle#;}.footer-note{#statement#}","selectors":".mod-LoadTzbdNews, body","filters":".relate-stock, .hot-list, .recom-box, 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