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半導體板塊活躍 中芯國際AH股均拉昇漲超7%
格隆匯7月27日丨港A兩地半導體股今日繼續活躍,A股市場阿石創漲20%漲停,晶瑞股份漲近14%,蘇州固鍀漲10%漲停,中芯國際、江豐電子、北京君正漲超7%,紫光國微、景嘉微、長川科技、和南大光電漲超6%;港股華虹半導體漲8%,中芯國際漲超7%,上海復旦和晶門半導體漲超6%。今年二季度,受到全球芯片短缺影響,芯片產能供不應求,半導體產業鏈漲價不斷蔓延,行業景氣度持續。中金稱,展望三季度,看好全球半導體行業延續高景氣度,中游擴產帶動設備支出增長,以及半導體產業鏈的國產化趨勢。


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