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汽車股重挫 俄烏軍事對峙或擾亂芯片生產
格隆匯2月24日丨小鵬汽車跌7.58%,理想汽車跌7.23%,雅迪控股跌6.5%,長城汽車跌6.4%,吉利汽車、比亞迪股份和北京汽車等跟跌。俄羅斯和烏克蘭之間的軍事對峙可能會擾亂原材料的供應,可能會加劇目前的全球芯片短缺問題。根據TrendForce的數據,烏克蘭提供世界上近70%的用於將電路設計蝕刻到硅片上以生產半導體的高純度氖氣。雖然烏克蘭的潛在供應中斷不會在短期內完全停止芯片生產,但氖氣供應的減少可能會導致氖氣價格上漲,從而可能增加晶圓生產成本。研究機構Omdia指出,上一次俄羅斯在2014年入侵烏克蘭時,氖氣價格上漲了600%,給全球芯片行業帶來了災難性的影響。

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