半導體板塊走強 產能緊張疊加國產替代提速
格隆匯1月19日丨半導體板塊走強,港股市場華虹半導體漲7.72%領漲,中芯國際漲4.62%;A股市場恆玄科技漲近8%,立昂微漲超5%。產能緊張、價格上漲是半導體2020年下半年的“主旋律”。進入2021年,半導體能否延續“量價齊升”的態勢?記者採訪產業鏈多家公司獲悉,在全球需求不斷增長以及產業進一步向中國轉移的背景下,中國半導體全產業鏈產能緊俏,“國產替代”有望再度提速。談及2021年產業趨勢,有芯片業內人士認為,到目前沒有觀察到大的砍單現象,這説明半導體的真實需求總體上呈現出持續、加速增長的態勢。中信證券研報指出,源於基本面、估值、流動性等核心因素的綜合考量,看好國內科技板塊一季度投資機會,首選港股市場。


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