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半導體板塊大幅走高 中報業績集體報喜 產業高景氣將持續
格隆匯7月21日丨半導體板塊大幅走高,芯海科技、立昂微、康強電子等漲停,聚飛光電大漲超17%,國民技術、芯源微、鴻利智匯均漲超10%,北方華創、北京君正、三安光電、國科微、瑞芯微、中微公司等紛紛跟漲。數據顯示,半導體板塊共有28家公司發佈了上半年業績預吿,不僅全部實現盈利,而且全部實現增長,其中19家公司預吿上半年業績增長下限超過1倍,部分公司業績增幅更是超過了5倍。此外,二季度公募基金持倉情況顯示,銀華基金、融通基金等在二季度增持了半導體概念股。展望下半年,多位業內人士表示,全球半導體產能緊張將持續到2022年,產業高景氣將持續。在晶圓廠紛紛擴產、產業鏈競爭力顯著提升的情況下,國內半導體設備、材料類公司將顯示出更強勁、持續的成長性。

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