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港A半導體板塊走強 北方華創和卓勝微漲超5%
格隆匯2月23日丨港A兩地半導體股走強。A股江豐電子和普冉股份漲超10%,芯源微漲超8%,南大光電漲7%。揚傑科技、富瀚微、宏微科技漲超6%,北方華創、卓勝微、阿石創、思瑞浦、芯海科技等漲超5%;港股上海復旦漲近6%,晶門半導體漲近3%,華虹半導體、中電華大科技和中芯國際漲超1%。根據IC Insights一月份半導體行業速報,隨着2021年經濟反彈,全球收入增長25%,預計2022年的半導體總銷售額將再增長11%,達到6806億美元的新紀錄。全球集成電路收入預計將在2022年增長11%,達到5651億美元的歷史新高。而半導體市場的其餘部分預計將增長11%,達到1155 億美元新紀錄,包括光電子器件、傳感器/執行器和分立器件(統稱為OSD器件)。


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