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港股半導體板塊拉昇,華虹半導體漲超5%
格隆匯2月25日丨港股半導體板塊拉昇,華虹半導體漲超5%,先思行漲4%,上海復旦漲超3%,芯智控股和ASM太平洋漲超2%,中電華大科技和晶門半導體漲超1%,中芯國際漲近1%。光大證券研報認為,當前國內晶圓代工產能的擴增節奏與產品需求結構和國產半導體材料企業的擴產節奏與產品供應結構是相匹配的。在當前半導體產業鏈供應持續緊張外加部分半導體材料供應受限的背景下,伴隨着國內晶圓代工產能的持續擴增,國產半導體材料的產品導入和產能釋放進程有望明顯加快,有利於國產半導體材料企業加速提升市佔率,進入半導體材料業務發展的良性循環中。

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