You are browsing the Hong Kong website, Regulated by Hong Kong SFC (CE number: BJA907). Investment is risky and you must be cautious when entering the market.
半導體板塊跌幅擴大 投行再度提示半導體行業風險
格隆匯9月16日丨港股市場晶門半導體跌近5%,華虹半導體跌逾3%,中芯國際跌1.54%;A股市場士蘭微大跌超8%,思瑞浦跌7.58%,聖邦股份跌近7%。摩根士丹利表示,在與後端供應商談後,有供應商預期馬來西亞的芯片產能將在11月、12月明顯有所改善。整體半導體需求可能被高估了,已看到智慧型手機、電視及電腦半導體需求轉弱,LCD驅動IC、利基型記憶體及智慧型手機感測器庫存會有問題,預計台積電及力積電等代工廠,最快今年第4季會發生訂單遭到削減。

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