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港股異動 | 半導體板塊大漲 中芯國際(0981.HK)漲逾5%
格隆匯 07-28 15:42
格隆匯7月28日丨半導體板塊尾盤加速拉昇,上海復旦(1385.HK)漲14.95%、華虹半導體(1347.HK)漲6.75%、中芯國際(0981.HK)漲5.23%。國海證券指,持續推薦半導體和消費電子行業龍頭,給予“推薦”評級。判斷新冠疫情並不會改變產業發展趨勢,中國半導體市場仍處於蓬勃發展階段,半導體產業發展邏輯(產業趨勢向好、政策資金全力支持、國產替代全面提速)並未發生改變,半導體細分領域核心公司正在全面開花。認為半導體行業是未來3-5年科技投資的主線,重點推薦功率半導體、模擬芯片和半導體設備細分領域,強烈推薦中芯國際等股。

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