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天風證券:科創芯片將發佈新主題指數,看好設備材料國產化,設計或迎“科特估”行情
格隆匯 07-17 09:10

天風證券研報指出,科創半導體即將發佈新主題指數,看好設備材料國產化進程,設計或迎“科特估”行情。上交所7月14日公吿,將於2024年7月26日正式發佈上證科創板芯片設計主題指數和上證科創板半導體材料設備主題指數,為市場提供更多科創板半導體產業投資標的。我們認為新主題指數的發佈將為投資者提供更多的投資工具,下半年半導體行業進入傳統旺季,預計三四季度隨着下游消費電子新機發布,全產業鏈需求端或迎來逐季改善,芯片設計板塊業績或將邊際改善,疊加新主題指數的發佈,有望迎來“科特估”行情,供給側看好半導體設備材料國產化進程。

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