大盘上演报复性反弹，芯片股凭啥成为最强王者？

华尔街见闻2021-07-29

在芯片供需持续紧缺的局面之下，华安证券认为，目前芯片大厂排队加价大抢产能，国内外的8寸和12寸晶圆产能持续紧张。IDM和代工、以及半导体材料板块2021年全年业绩确定性高，且景气度有望持续全年。 7月29日，大盘迎来报复性反弹，芯片产业链表现最为突出，板块中包括康强电子、华西股份、圣邦股份等四十余只个股涨停或涨超10%，另外锂电池、光伏分别有32、25只个股大涨。连苹果也在担忧缺芯芯片缺货...

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精彩评论

NCP88
2021-07-29
NCP88
了解不了
Kalwen
2021-07-29
Kalwen
敢敢投资一些。
云里梦里飞
2021-07-29
云里梦里飞
跌一百涨三十，这叫报复性反弹？
- 持仓坚赞:
  芯片板块还是很给力的
一剑奈何
2021-07-29
一剑奈何
赞
- 一剑奈何:
  666

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