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半導體板塊拉昇走強 大唐電信(600198.SH)封漲停
格隆匯 11-27 10:06

格隆匯11月27日丨半導體板塊拉昇走強,大唐電信封漲停,晶方科技大漲超9%,北京君正、景嘉微、通富微電、華天科技、北方華創等跟漲。

消息面上,華為正式發佈MatePad Pro,搭載麒麟990芯片,屏佔比達90%,分辨率2560X1600,支持多屏協同和防誤觸功能。

方正證券電子行業研究表示,芯片國產替代才剛剛開始,空間巨大,相關公司在下游大客户扶持下,業績有望持續釋放。2019年上半年和2020年上半年都是低基數,2020年下半年在5G手機帶動智能終端加速滲透下,行業景氣度將進一步提升。

中銀國際證券同樣看好半導體設備板塊。主要依據是:第一,5G已帶動先進製程工藝設備需求爆發,並將在不久的未來通過終端應用產生海量數據,拉動成熟製程工藝設備及存儲芯片工藝設備的市場需求;第二,2019年三季度開始,國內晶圓廠進入新一輪工藝設備密集採購時期;第三,優質國產設備將繼續實現進口替代,持續提升國產化率。

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