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面板雙雄繼續上漲 京東方A(000725.SZ)逼近漲停 成交額突破100億
格隆匯 12-17 14:40
格隆匯12月17日丨繼昨日漲近7%後,京東方A(000725.SZ)今日再度大漲且逼近漲停,現報4.8元,漲9.34%,暫成交107億元,最新總市值1667億元。TCL集團(000100.SZ)在昨日漲停後,目前也再度漲近4%。對於面板雙雄近日的雙雙大漲,多位業內人士,總的來看主要是兩大邏輯在發酵:一是中美貿易摩擦緩和,二是行業供需關係有望改善。此外,明年某國際大廠有望引領新一代顯示技術Micro-LED在小尺寸方面的運用,備受業界期待。另有專注於面板行業的買方人士認為,主要是三星和LG縮減產能,約佔全球產能的8%,將導致供應短缺。
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