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芯片板塊跌幅擴大 芯片ETF(159995)下跌超3%
格隆匯10月12日丨芯片板塊午後跌幅擴大,富滿電子跌超11%,全志科技跌超9%,神工股份、至純科技跌超8%,長川科技跌超7%,卓勝微、聖邦股份等跌超6%。芯片ETF(159995)下跌超3%,盤中成交額近5億元,交投活躍。受此拖累,雙創基金ETF(159783)跌幅近2%。中信建投證券研報指出,當前芯片的需求雖然出現一定的結構性分化,但整體仍處於高景氣度以及供需緊張的狀態,今年未見產能緊張緩解或鬆動跡象。

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