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半導體板塊午後拉昇 立昂微(605358.SH)封漲停
格隆匯7月12日丨半導體板塊午後拉昇,立昂微漲停,北京君正大漲超16%,晶盛機電、中環股份漲超7%,新潔能、三安光電、韋爾股份等跟漲。隨着半導體國產替代建設腳步加快,資本也在源源不斷地湧入。二級市場方面,半導體板塊在春節後因流動性收縮預期短期見底後迅速反彈,截至7月9日收盤,半導體申萬(指數)較3月低點上漲61.59%,不斷創新高。半導體板塊9只個股近3月股價翻倍,其中漲幅最高的是富滿電子,近3月累計上漲347.43%,明微電子累計上漲306.01%,國科微累計上漲171.55%。

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