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@话题虎：半导体跌成狗，基民破口大骂，中国“真·科技”到底是谁？

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<p><b>精彩留言用户可获得666社区积分噢！</b></p> <p><a href=\"https://laohu8.com/S/600519\">$贵州茅台(600519)$</a> </p></body></html>","text":"这几天，A股半导体版块持续大跌，以全仓半导体、号称“做最纯粹的科技产业，投资市场最锋利的茅”而闻名的基金【诺安成长】净值持续下跌：因此，诺安成长的基金经理蔡嵩松和他的基金被喷惨了：有人说，半导体当下正处于黎明前的黑暗，理由如下： 半导体行业十分景气，从去年下半年开始，供不应求、涨价利好； 中国大陆半导体企业成长迅速，$中芯国际(00981)$ 市场份额超越了三星，成为代工第三、$长电科技(600584)$ 成为了封测第三、$兆易创新(603986)$ 今年将发售DRAM，实现国产替代等等； 国际环境日趋紧张，中国将加大对半导体产业的研究。 也有人说，中国大陆半导体产业前途仍旧荆棘，理由如下： 投资不足，很多人觉得我们在大力发展半导体产业，但事实是国家半导体大基金二期总投资额才300亿美元，还要雨露均沾，而研发投入最高的$中芯国际(688981)$ ，也只有63亿美元。 相比较之下，仅$台积电(TSM)$ 一家企业，就宣布2021年的资本开支在250-280亿美元；而$三星(SMSN.UK)$ 公布的数据大约是300亿美元。 换句话说：举国之投入＜三星台积电！ 且不论技术差距有多大、有多少关键技术被卡脖子，仅在投入上，就差距太大了。 因此，半导体任重而道远已。 ... ... 最后，大家聊一聊： 你认为，中国大陆的半导体企业值得投资吗？ 今年半导体版块会大涨吗？ 精彩留言用户可获得666社区积分噢！ 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