中金:公募基金對半導體倉位快速提升 重點推薦中芯等中港股份
中金發表報告表示,今年第二季內地公募基金半導體倉位按季上升1.42個百分點至5.35%,滬(深)港通方面,南下資金主要買入華虹半導體(01347.HK)及中芯國際(00981.HK)。中金認爲今年第二季受到全球芯片短缺的影響,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。展望今年第三季,該行看好全球半導體行業延續高景氣度,中遊擴產帶動設備支出增長,以及半導體產業鏈的國產化趨勢。該行重點推薦中芯國際H股,A股方面則推薦卓勝微、韋爾股份、京東方A等,評級均爲跑贏行業。
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