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半導體板塊拉昇走強 聖邦股份、南大光電漲停
格隆匯 12-24 10:38
格隆匯12月24日丨半導體板塊繼續拉昇走強,聖邦股份、南大光電漲停,北京君正、強力新材等紛紛拉昇。國信研究指出,從目前國內和海外半導體上市公司的規模來看,A股半導體企業整體市值不到1萬億元,海外半導體上市公司整體市值超過10萬億元,是國內的10-15倍左右。海外半導體企業的最大市值是A股半導體最大市值企業的20倍。未來10年半導體產業鏈持續向大陸轉移的時代背景下,中國半導體上市公司具有整體10倍的上升空間以及產業向龍頭集中的20倍成長空間。中金公司最新研報認為,2020年將是這些企業兑現業績增長預期的關鍵一年。建議投資人沿着半導體國產化和5G兩條主線把握國內企業的投資機會,並關注5nm量產/存儲器漲價/雲端計算芯片市場增長等全球趨勢對中國半導體行業的影響。
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