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半导体股走强 半导体供应短缺预期持续 景气度有望维持高位
格隆汇 05-24 13:22
格隆汇5月24日丨半导体股走强,北京君正大涨13.29%领涨,清溢光电涨10.6%,圣邦股份涨6.57%。根据Gartner预测,全球半导体供应短缺将在整个2021持续并在2022年第二季度恢复至正常水平。国海证券最新研报指出,芯片短缺的背景下,其重要性得到进一步凸显。据不完全统计,2021年二季度以来,已有超30家半导体公司发布“调价函”,涨价幅度在10%-30%之间。在半导体供需失衡的背景下,半导体供应链企业有望维持高景气度,国产替代大趋势下,相关设备企业有望进一步加速进程。

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