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A股異動 | 芯片概念股走強 士蘭微(600460.SH)漲停
格隆匯 04-01 11:23
格隆匯4月1日丨芯片概念股走強,士蘭微(600460.SH)漲停,斯達半導、華峯測控漲超7%,韋爾股份、卓勝微漲超5%,三安光電漲超4%。據悉,諾安成長混合基金的基金經理蔡嵩松在年報中表示,經過2020年利空的消化後,芯片半導體行業在2021年已經可以跟消費、白酒、醫藥、光伏、新能源站在同一起跑線上。2021年半導體行業的產業端景氣度會持續向好,疊加5G消費電子換機高峯,以及晶圓代工產能緊缺引發的漲價潮,2021年很可能是半導體行業“量價齊升”的大年。

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