📰 DigiTimes 实时DigiTimes RealtimeCodex · 实盘不做把握 6/10
北京时间·🕒 发布 15:48:00时区推断·⟳ 抓取 18:02:18·⚡ 决策 07-17 18:05:56 +3m38s·102.3 天前
中荷表态支持安世半导体争议协商,闻泰科技已预告上半年转亏
事件核心是中荷政府呼吁为安世半导体争议协商创造环境,但尚未解除闻泰科技对安世控制权受限的实质障碍。
📄 原文DigiTimes Realtime↗ 原文
China, Netherlands urge Nexperia talks as Wingtech warns of 1H loss 中文網 繁體 简体 SUBSCRIBE TECH Tech Home Semiconductors C…
不做 闻泰科技(600745.SH)
方向偏空但A股不可裸空;中荷协商表态不是控制权恢复等实质利好,不能反手做多,可考虑降低相关方向已有多头敞口。
展开详情(成交明细 / 研究档案 / 原文全文 / 决策记录链)
研究档案
消息传播链
- 闻泰科技公告预计2026年上半年归母净利润亏损4亿至6亿元,原因包括安世控制权受限和半导体业务规模同比大幅下降。市场反应:亏损预告已先于本条DigiTimes报道进入市场。
- 中国商务部表示中荷双方同意为企业通过协商解决争议创造有利环境,维护半导体供应链稳定。
- DigiTimes将中荷支持协商与闻泰科技上半年亏损预警合并报道,但未披露争议解决的新增实质进展。
关键理由
- 事件核心是中荷政府呼吁为安世半导体争议协商创造环境,但尚未解除闻泰科技对安世控制权受限的实质障碍。
- 闻泰科技已在7月15日公告预计2026年上半年归母净利润亏损4亿至6亿元,亏损原因直接指向安世控制权受限和半导体业务规模下降。
- 该消息对闻泰科技方向偏空或至多是潜在缓和信号,但A股无法裸空,且没有明确落地利好支持反手做多。
主要风险
- 若后续中荷谈判出现控制权恢复、法院裁决变化或资产处置重大进展,可能由新的实质性事件重新定价。
- 闻泰科技为*ST标的,股价波动和交易限制风险较高,负面信息更适合作为降低已有多头敞口的提示。
原文全文
展开原文 · 3,514 字
China, Netherlands urge Nexperia talks as Wingtech warns of 1H loss
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Sherri Wang
, DIGITIMES, Taipei
Jul 17, 2026, 15:48
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Credit: DIGITIMES
China and the Netherlands agreed that their governments should create a favorable environment for companies to resolve the Nexperia dispute through consultation, China's Ministry of Commerce said July 16.
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中文網
繁體
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SUBSCRIBE
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Tech Home
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East Asia
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South Asia
Middle East
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BIZ FOCUS
Biz Focus Home
Trending Issues
COMPUTEX
SEMICON
CES
EVENT+
Event+ home
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MULTIMEDIA
Trending
HBM
Nvidia
TSMC
AI Search
Scaling AI Glasses
Inference Era AI
Advanced Packaging
CONNECT WITH US
Home
Tech
Sherri Wang
, DIGITIMES, Taipei
Jul 17, 2026, 15:48
0
Credit: DIGITIMES
China and the Netherlands agreed that their governments should create a favorable environment for companies to resolve the Nexperia dispute through consultation, China's Ministry of Commerce said July 16.
The article requires paid subscription.
Subscribe Now
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Share this article
Jun 1, 08:00
LITEON Showcases AI at COMPUTEX Panel Featuring NVIDIA, Infineon, GIGABYTE
Friday 29 May 2026
Datotek Introduces AI PSSD Sustainable Storage Solutions at COMPUTEX 2026
Thursday 28 May 2026
Retronix Launches Sparrow Hawk Edge AI Computing Platform Worldwide
VIA Labs Announces MST Hub Controllers for Multi-Display USB-C Docking
MOST-READ
7 DAYS NEWS
Samsung eyes marquee AI win as Anthropic explores custom chip beyond Nvidia
Intel deepens ties with Taiwan's chip supply chain as October talks expand
MediaTek issues official price hike notice, products facing supply constraints likely to increase first
Micron and GM strike long-term memory supply deal for vehicles
SK Hynix reportedly held U.S. talks on HBM supply and local investment plans
Exclusive: PC brands reportedly rush to secure CXMT memory as orders extend to end-2027
Memory shortages deepen as suppliers turn to long-term contracts
SK Group chair floats 'memory as a service' model for SK Hynix
Moonshot's free Kimi K3 matches Anthropic's Opus 4.8, closing the gap between open and proprietary AI
CPU demand rebounds in AI data centers as TSMC stands to benefit across architectures
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