半导体ETF（159813）强势反弹，突破盘整趋势预示主升浪行情将至

鹏华基金03-19

周一市场全天高开高走，三大指数创年内新高，创业板指领涨。个股多数上涨，全市场超4500只个股上涨。沪深两市成交额达11379亿，较上一交易日增加1934亿。飞行汽车、AI手机、汽车整车、消费电子等板块涨幅较大，而煤炭、贵金属、钢铁等板块下跌。截至收盘，沪指、深成指、创业板指分别上涨0.99%、1.46%、2.25%。今日，我们密切关注的半导体ETF（159813）出现了显著的反弹，其涨幅高达...

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href=http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN2024031907180387e79d67&s=b><strong>鹏华基金</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>周一市场全天高开高走，三大指数创年内新高，创业板指领涨。个股多数上涨，全市场超4500只个股上涨。沪深两市成交额达11379亿，较上一交易日增加1934亿。飞行汽车、AI手机、汽车整车、消费电子等板块涨幅较大，而煤炭、贵金属、钢铁等板块下跌。截至收盘，沪指、深成指、创业板指分别上涨0.99%、1.46%、2.25%。今日，我们密切关注的半导体ETF（159813）出现了显著的反弹，其涨幅高达...</p>\n\n<a 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ETF (159813) rebounded strongly, and breaking through the consolidation trend indicates that the main rising wave market is 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Flash合约价季涨幅约15%~20%。与此同时，存储厂商减产规划也为NAND芯片价格上涨提供了支撑。随着技术的不断进步和市场的日益成熟，存储厂商开始调整产能，以适应市场需求的变化。减产规划的实施，使得市场上的NAND芯片供应更加紧张，价格自然水涨船高。除了以上因素外，新增需求也是推动NAND芯片价格上涨的重要动力。随着AI技术的不断发展，AI PC和AI手机等新型设备逐渐普及，这些设备对存储容量的需求远超传统设备。同时，数据中心和AI服务器对存储的需求也大幅增加，进一步推动了NAND芯片市场的繁荣。综上所述，NAND芯片涨价趋势明显，预计将持续到明年上半年。这一趋势的背后是多种因素共同作用的结果，包括北美数据中心的需求、农历年后的需求旺季、AI应用等新兴领域的崛起以及存储厂商减产规划等。半导体行业拐点将至。看好半导体行业的朋友可以关注半导体ETF（159813）。","kind":null,"is_publish_news":null,"is_publish_highlight":null,"is_publish_live":null,"is_publish_wemedia":null,"editions":null,"symbols":[],"gpt_button":1},"commentList":[],"isCommentEnd":true,"newsSizeData":{"likeSize":0,"commentSize":0,"repostSize":0,"favoriteSize":0,"likeStatus":false,"favoriteStatus":false},"APP":{"userAgent":"Mozilla/5.0 AppleWebKit/537.36 (KHTML, like Gecko; compatible; ClaudeBot/1.0; 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