半导体股午后发力中芯国际(00981)涨3.15% 机构指下半年行业进入传统旺季

金吾资讯07-18

金吾财讯 | 半导体股午后发力，中芯国际(00981)涨3.15%，华虹半导体(01347)涨2.25%，上海复旦(01385)涨1.31%。天风证券发布研报称，下半年半导体行业进入传统旺季，预计三四季度随着下游消费电子新机发布，全产业链需求端或迎来逐季改善，芯片设计板块业绩或将边际改善，叠加新主题指数的发布，有望迎来“科特估”行情，供给侧看好半导体设备材料国产化进程，近期鼓励半导体产业发展政策...

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半导体股午后发力 中芯国际(00981)涨3.15% 机构指下半年行业进入传统旺季

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半导体股午后发力中芯国际(00981)涨3.15% 机构指下半年行业进入传统旺季