行業面臨挑戰時刻?港A半導體股集體高位回調,北方華創、至純科技跌停
格隆匯8月3日丨延續昨日回調走勢,此前持續強勢的半導體股今日繼續大幅回調。A股芯源微跌近14%,東方日升、中信博跌超10%,北方華創、至純科技跌停,立昂微、新潔能逼近跌停,兆易創新、滬硅產業跌超6%,中芯國際跌超3%;港股晶門半導體跌超4%,中芯國際跌近4%。
近期半導體芯片行業比較熱鬧,先是上週末中芯國際大咖被分析師怒懟“你算老幾”而被移出羣聊;後有A股芯片龍頭北方華創實控人減持(1%)股份,有投資者猜測半導體行業或將面臨挑戰時刻。
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