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第三代半導體板塊集體走強 乾照光電(300102.SZ)漲停
格隆匯 02-24 10:19
格隆匯2月24日丨第三代半導體板塊指數大漲超6%,乾照光電漲20%漲停,聚燦光電漲超14%,三安光電漲超6%,揚傑科技、露笑科技、華潤微漲超5%,北方華創、士蘭微等均明顯上漲。中信證券最新指出,大陸集成電路產業擁有巨大國產替代空間,移動終端時代產業鏈重構的背景下,產業轉移的條件已經成熟,在政策扶持和技術趕超的雙輪驅動之下,行業進入成長快車道。看好半導體整體產業鏈的未來中長期發展,認為“自頂而下”與“農村包圍城市”兩大邏輯將會驅動行業實現跨越性趕超。

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