
中芯国际我的看法是持股等待。一方面最近 HK 市场极度不稳定。无论是政治环境,以及金融环境,包括中美的纠纷。导致香港这个中美直接结合点天天在震荡。另一方面是我们需要给 981 时间看到 这一次 500 亿融资怎么用,带来哪些改变,以及 N+1 下半年的突破。
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