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《大行報告》富瑞預期內地明年首季推出新半導體行業扶持政策
阿思達克 12-20 09:56
富瑞發表報告指,美國商務部上周宣布額外將24間中國公司(包括子公司則共36間)納入美國實體清單,禁止有關企業購買美國產品和服務。此等公司大多數與半導體、集成電路設計和特殊材料有關,包括長江存儲、寒武紀科技(688256.SH)和中國電子科技集團等。 該行認為,不斷升級的技術戰,或促使中國積極支持並加快對科技、硬件技術和半導體行業的本地化及研發。而於上周舉行的中央經濟會議期間,政府將主要產業政策確定為擴大國內消費、加快建設現代產業體系,以及聚焦供應鏈安全,推動科產融結合。由於美國的壓力,富瑞預計中國將在明年第一季出台新半導體行業扶持政策(料在春節前)。
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