https://reports.zhihai.me/tags/%E6%99%B6%E5%9C%86%E4%BB%A3%E5%B7%A5/Recent content in 晶圆代工 on 脱水研报HugoenMon, 21 Sep 2026 00:00:00 +0800https://reports.zhihai.me/posts/2026-09-21-goldman-smic-26h2-ai-growth/Mon, 21 Sep 2026 00:00:00 +0800https://reports.zhihai.me/posts/2026-09-21-goldman-smic-26h2-ai-growth/高盛维持中芯国际 A/H 股「买入」评级，看好 AI 需求接棒推动 26H2 营收在 H1 基础上再环比增长 12%、同比增长 27%。