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A股異動 | 半導體股拉昇 文一科技2連板
格隆匯 01-04 09:37
格隆匯1月4日丨文一科技2連板漲停,偉測科技、通富微電漲超8%,必易微、芯海科技、易天股份等紛紛衝高。中郵證券指出,半導體下行週期進入尾聲,芯片需求復甦可期。芯片板塊估值處於歷史底部位置,伴隨着疫情衝擊的減弱,社會經濟活動迴歸正常,下游終端需求有望回暖,智能化、數字化的大趨勢仍將繼續演繹,芯片需求有望復甦,芯片設計等相關標的有望迎來業績和估值的雙重修復。天風證券亦指,11月國產半導體設備中標量同比+505%,預計2023年整體行業有望逐季改善,在當前相對歷史估值較低的位置持續維持樂觀態度。

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