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China IT 2022-08-13 10:12 財經茄呢啡 中芯國際(0981)第二季純利倒退,反映消費電子產品需求低迷,影響晶片行業。周期調整或要持續至明年上半年,但未來知何時會結束。
China IT 2022-08-13 10:10 財經茄呢啡 受美國限制措施持續打壓,華為今年上半年收入錄得3016億元人民幣,按年跌5.87%;與智能手機相關的消費者業務也持續受壓。今年上半年企業業務收入547億元,按年上升27.51%,主要是向政府和企業銷售軟件和雲服務等產品。
China IT 2022-08-12 10:52 財經茄呢啡 中芯國際(0981)第二季純利按年倒退25.2%至5.14億美元,按季則增長15%,8吋晶圓月產能,按季增長3.79%至6.74萬片;付運晶圓188.65萬片;產能利用率97.1%,按年和按季均收窄3.3個百分點。
China IT 2022-08-11 11:47 財經茄呢啡 本土即時通訊軟體巨擘暨互聯網平台運營商KAKAO因財報大好,股價大漲7.5%至81.7萬韓元,助服務類股強彈2.63%為十九大類股買氣中心,也是韓股市值前30大(KTOP30)最大贏家,季度營業盈利提升5%優於預估。其股價大漲帶旺韓股電玩大廠網石和LINE母公司NAVER各漲4.37%和1.67%,分別是KTOP30第二和第六旺個股。
China IT 2022-08-09 11:50 財經茄呢啡 小米與徠卡都是全球化的高階品牌,在這次深度空前的合作中,雙方都致力於為移動攝影用戶開創一個新的時代,希望通過這次合作,為移動攝影領域的消費者提供無與倫比的畫質、經典的徠卡審美、不受局限的創意,並開創行動影像的新時代。58集團控股的網路媒體「手機中國」報導,不少爆料顯示,首款搭載徠卡鏡頭的小米手機,可能是小米12 ULTRA,該機將首發全新一代驍龍8+移動平台,並將在7月公布。
China IT 2022-08-09 11:50 財經茄呢啡 關注台股盤前要聞重點,中國手機銷量預料值不斷下修,迫使晶片廠陸續砍單,聯發科大砍 30-35%,高通更降價 30-40%;以太坊挖礦今年預估從 POW(工作量證明) 轉為 POS(權益證明),顯卡需求將大幅回軟,恐不利主板廠營運。以下是今 日必看主要財經新聞。
China IT 2022-08-09 11:50 財經茄呢啡 富時中國50指數新納入龍源電力及中國中鐵,剔除思摩爾國際及舜宇光學。早前瑞聲同被剔出藍籌,手機設備股前景非常不明朗?嘉賓相信舜宇仍有直搏空間。
China IT 2022-08-09 11:50 財經茄呢啡 傳蘋果公司(APPLE INC.)為谷銷量而叫停新機加價,手機設備股昨受捧,舜宇光學科技升6.27%,以近全日高位111.8元收市,瑞聲科技亦升1.78%;高偉電子急漲逾9%。比亞迪電子旗下子公司獲准生產電子煙,推動股價狂飆9.5%。
China IT 2022-08-09 11:50 財經茄呢啡 其他手機零件股亦偏弱,比亞迪電子挫4.5%;丘鈦中期純利大跌71%,現挫3.4%;瑞聲降1.2%;舜宇走低0.1%。
China IT 2022-08-09 11:49 財經茄呢啡 美國總統拜登9日將簽署520億美元的晶片法案,加上美國眾議院議長裴洛西訪台後地緣緊張情勢升溫,大陸A股晶片股在進口替代概念激勵下,8月1日~5日當周飆漲14.2%,創兩年來最大單周漲幅,還因此引發逾百家機構對半導體概念股調研的熱情。
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