芯片股繼續走強 北方華創、捷捷微電漲停
格隆匯1月13日丨芯片股繼續走強,北方華創、捷捷微電漲停,匯頂科技、大港股份、至純科技大漲超8%,深南電路漲超7%,晶方科技、晶瑞股份等跟漲。天風證券指出,CES展芯片巨頭新品迭代,挹注製造封測鏈。在CES2020上,AMD、英特爾推出新芯片產品,高通宣佈進軍自動駕駛領域。AMD表現搶眼,推出多款7nm芯片;英特爾帶來了最新酷睿移動處理器TigerLake,預告了英特爾首款基於Xe架構的獨立圖形卡;高通宣佈進軍自動駕駛領域,將推出新的芯片為汽車提供自主駕駛功能,有望在2023年實現量產。下游廠商的新品推出給下游製造封測企業帶來了重大利好,預計2020年依舊需求強勁,供不應求。關注年報披露及2020年Q1業績。看好半導體行業受益下游需求全面向好,景氣度持續高企。
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