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半導體股集體走強 韋爾股份、三安光電創歷史新高
格隆匯 01-11 11:46
格隆匯1月11日丨上海貝嶺、斯達半導和北方華創漲超7%,韋爾股份漲超6%,三安光電、賽微電子、紫光國微漲超5%,芯源微、中微公司、卓勝微等均明顯上漲。格隆匯研究院1月7日發文《研報掘金丨披荊斬棘,“芯”之旅即將開啟?》稱中國大陸半導體板塊迎來十年黃金轉化期!文章指出,半導體產業國產替代歷史性機遇開啟,2019-2020年正式從主題概念到業績兑現,2021年有望繼續加速。進入2021年,預計在國產化加速疊加行業週期景氣上行之下,A股半導體龍頭公司有望繼續延續高增長表現。
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