半導體股走強 半導體供應短缺預期持續 景氣度有望維持高位
格隆匯5月24日丨半導體股走強,北京君正大漲13.29%領漲,清溢光電漲10.6%,聖邦股份漲6.57%。根據Gartner預測,全球半導體供應短缺將在整個2021持續並在2022年第二季度恢復至正常水平。國海證券最新研報指出,芯片短缺的背景下,其重要性得到進一步凸顯。據不完全統計,2021年二季度以來,已有超30家半導體公司發佈“調價函”,漲價幅度在10%-30%之間。在半導體供需失衡的背景下,半導體供應鏈企業有望維持高景氣度,國產替代大趨勢下,相關設備企業有望進一步加速進程。

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