港股異動 | 中芯國際(0981.HK)績後續跌逾5% Q3毛利率指引較低+南下資金持續淨賣出
格隆匯8月10日丨上週五(7日)收跌8.7%的中芯國際(0981.HK)今日續跌,現報28.25港元,跌5.52%,暫成交16億港元,最新總市值2101億港元。中芯國際8月6日盤後公佈二季度業績稱,期內歸屬於公司的應占利潤1.38億美元,創單季新高,環比增115%,同比增644.2%。有分析人士指出,公司整體業績在預期之內,但Q3毛利率指引只有20%左右,相抵Q2減少6pct。中芯國際在業績會上回復提問時也表示,今年折舊增加對毛利率影響大概有五個百分點。毛利率對淨利潤帶來的壓力是有的,在想辦法緩解。另據格隆匯APP顯示,截至8月7日,南下資金已連續4日淨賣出中芯國際,累計淨賣出17.02億港元。

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