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港股異動 | 部分港股半導體股走高 華虹半導體漲4% 機構建議關注半導體材料投資機會
格隆匯1月14日丨隔夜台積電績後大漲,部分美股半導體股逆市活躍,帶動今日部分港股半導體走高,華虹半導體漲超4%,晶門半導體漲近3.5%,上海復旦漲超2.5%,中芯國際,ASM太平洋跟漲。台積電1月13日發佈好於預期的最新業績,2021年公司收入達到史無前例的568.2億美元,同比增長24.1%。華泰證券點評指出,台積電2022年指引強勁,增速較2021年繼續提升,反應2022年代工產能有望持續提升,建議關注代工企業估值修復的投資機會;以及半導體設備公司及硅片等半導體材料的投資機會。華泰還指出,2022年主要代工廠仍有可能繼續調漲代工價格,建議投資者持續關注代工成本提升對芯片設計企業盈利的影響,以及芯片設計企業向下遊傳導成本提升的能力。

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