港股異動丨行業或迎升價潮,半導體股走強,華虹半導體升8%,中芯國際升5%
港股市場半導體板塊集體走強,其中,宏光半導體大升20%,華虹半導體升8%創近10個月新高,晶門半導體、中芯國際升超5%,上海復旦升4%,中電華大科技升近4%。戴爾公司的副董事長兼首席運營官Jeff Clarke日前透露,預計2024年第二季度,公司將面臨成本上升的壓力,這包括了各種成本、運輸費用以及零部件成本。他特別指出,DRAM和固態硬盤的價格在下半年可能會上升15%至20%。目前全球存儲芯片市場正在逐步復甦,主流存儲芯片製造商已經啟動了升價策略。自2023年底以來,全球半導體存儲產業開始進入上升週期,今年已經多次收到來自上游存儲芯片廠商提高合約價的通知。根據TrendForce集邦諮詢的最新預測,第二季度DRAM合約價格的季度升幅將上調至13%至18%,而NAND Flash合約價格的季度升幅也將同步上調至大約15%至20%。

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