芯片股全線走強 芯片ETF大漲超4% 全球芯片缺貨潮延續
格隆匯2月18日丨全球芯片缺貨潮延續,催生芯片國產化機遇,芯片股全線走強,立昂微、士蘭微相繼漲停,滬硅產業、上海新陽大幅跟漲。芯片ETF(159995)盤中大漲超4%,成交額超10億元,交投活躍。自去年12月初中國南北大眾缺芯面臨停產消息曝光後,汽車缺芯引發的蝴蝶效應開始席捲全球,汽車行業掀起減產潮。美、德、日等多個國家的汽車企業合計減產約150萬輛,車企求援政府施壓晶圓廠釋放車用芯片產能也要等待至少半年。華西證券認為,車載芯片持續短缺,預示半導體景氣度不減。國內半導體行業在大環境的驅動下,未來3至5年將迎來較好的發展機遇。


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