中微公司股票討論區

Despite a high P/E ratio, investors hold onto their stock expecting the company to defy market adversity. However, this could lead to disappointment if the P/E falls in line with the growth outlook. High share price and predicted earnings may not support the positive sentiment for long, risking shareholders' investments and potential investors paying an unnecessary premium.

It's promising to see increases in both ROCE and capital, a combination often seen in multi-baggers. Given that the stock has been relatively flat over the past three years, there's potentially an opportunity if other metrics are strong.

Beijing plans to roll out what will be one of its biggest fiscal incentive packages over five years, mainly as subsidies and tax credits to bolster semiconductor production and research activities at home, said the sources.
The majority of the financial assistance would be used to subsidise the purchases of domestic semiconductor equipment by Chinese firms, mainly semiconductor fabrication plants, or fabs, they said. ...

Semiconductor legend Gerald Yin left the United States to spend 18 years in China, where he said he built a company that would be among the global powerhouses in chip manufacturing equipment. Now, under U.S. restrictions, the global industrial integration he advocated has been undermined, plunging the U.S. citizen's life's work into uncertainty.
Ltd. (Advanced Micro-Fabrication Equipment Inc.,...