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牛熊異動 | 半導體拉昇,中芯牛證暴漲270%
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港股午盤開盤後半導體板塊強勢拉昇,中芯國際領漲。截至發稿,中芯國際漲9%,報19.86港元。中興法興一五牛C漲超270%。

初步統計顯示,2020年已有逾2000億元通過風險投資或私募股權投資(VC/PE)、IPO、定增(不含配套增發)、可轉債等方式進入半導體產業,而2019年僅爲700多億元。清科私募通數據顯示,2020年以來,國內VC/PE投資半導體項目達408個,2019年有456個;融資規模達856億元(僅統計披露融資額項目),2019年爲384億元。

業內人士表示,產業鏈競爭愈演愈烈,自主可控仍將是投資主線。儘管距離產業成熟尚需時日,但基於“換道超車”的共識,第三代半導體有望成爲下一個風口。

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