Aini
2023-04-19
催牛肉
中芯国际午后涨超6%,机构称AI需求引领新一轮半导体周期起点
免责声明:上述内容仅代表发帖人个人观点,不构成本平台的任何投资建议。
分享至
微信
复制链接
精彩评论
我们需要你的真知灼见来填补这片空白
打开APP,发表看法
APP内打开
发表看法
{"i18n":{"language":"zh_CN"},"detailType":1,"isChannel":false,"data":{"magic":2,"id":651216551,"tweetId":"651216551","gmtCreate":1681886170473,"gmtModify":1681886172219,"author":{"id":3470824423361773,"idStr":"3470824423361773","authorId":3470824423361773,"authorIdStr":"3470824423361773","name":"Aini","avatar":"https://static.laohu8.com/default-avatar.jpg","vip":1,"userType":1,"introduction":"","boolIsFan":false,"boolIsHead":false,"crmLevel":1,"crmLevelSwitch":0,"individualDisplayBadges":[],"fanSize":3,"starInvestorFlag":false},"themes":[],"images":[],"coverImages":[],"html":"<html><head></head><body><p>催牛肉</p></body></html>","htmlText":"<html><head></head><body><p>催牛肉</p></body></html>","text":"催牛肉","highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"favoriteSize":0,"link":"https://laohu8.com/post/651216551","repostId":2328271308,"repostType":2,"repost":{"id":"2328271308","pubTimestamp":1681882630,"share":"https://www.laohu8.com/m/news/2328271308?lang=&edition=full","pubTime":"2023-04-19 13:37","market":"hk","language":"zh","title":"中芯国际午后涨超6%,机构称AI需求引领新一轮半导体周期起点","url":"https://stock-news.laohu8.com/highlight/detail?id=2328271308","media":"智通财经网","summary":"智通财经APP获悉,中芯国际午后涨超6%,月内累涨超35%。截至发稿,涨4.22%,报24.7港元,成交额17.64亿港元。消息面上,东吴证券发布研究报告称,半导体复苏关注度极高,投资窗口已经开启,坚定看好半导体投资窗口已至。从晶圆厂、封测厂、终端需求等终端多重验证,认为23年内周期有望见底回升。站在AI需求引领的新一轮半导体周期起点,核心是提升仓位配置比例。大市值公司作为机构配置首选,排序理应靠前,战略重视大市值。","content":"<p>4月19日,<a href=\"https://laohu8.com/S/00981\">中芯国际</a>午后涨超6%,月内累涨超35%。截至发稿,涨4.22%,报24.7港元,成交额17.64亿港元。</p><p>消息面上,<a href=\"https://laohu8.com/S/601555\">东吴证券</a>发布研究报告称,半导体复苏关注度极高,投资窗口已经开启,坚定看好半导体投资窗口已至。本轮半导体周期从21年中开始下行,见证需求趋弱、库存累计、原厂亏损,调整时间、空间均已相对到位。从晶圆厂、封测厂、终端需求等终端多重验证,认为23年内周期有望见底回升。站在AI需求引领的新一轮半导体周期起点,核心是提升仓位配置比例。大市值公司作为机构配置首选,排序理应靠前,战略重视大市值。</p><p><a href=\"https://laohu8.com/S/600030\">中信证券</a>指出,近期集成电路相关支持政策及举措逐渐推出,我们预计市场期待的集成电路产业政策后续有望落地,布局集成电路“卡脖子”环节厂商有望核心受益。此外,国内晶圆厂建设需求持续且刚性,我们预计国内逻辑和存储成熟制程将逐步实现正常扩产。</p>","source":"highlight_zhitongcaijin","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>中芯国际午后涨超6%,机构称AI需求引领新一轮半导体周期起点</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n中芯国际午后涨超6%,机构称AI需求引领新一轮半导体周期起点\n</h2>\n\n<h4 class=\"meta\">\n\n\n2023-04-19 13:37 北京时间 <a href=http://www.zhitongcaijing.com/content/detail/913154.html><strong>智通财经网</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>4月19日,中芯国际午后涨超6%,月内累涨超35%。截至发稿,涨4.22%,报24.7港元,成交额17.64亿港元。消息面上,东吴证券发布研究报告称,半导体复苏关注度极高,投资窗口已经开启,坚定看好半导体投资窗口已至。本轮半导体周期从21年中开始下行,见证需求趋弱、库存累计、原厂亏损,调整时间、空间均已相对到位。从晶圆厂、封测厂、终端需求等终端多重验证,认为23年内周期有望见底回升。站在AI需求...</p>\n\n<a href=\"http://www.zhitongcaijing.com/content/detail/913154.html\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"688981":"中芯国际","00981":"中芯国际","BK1163":"半导体产品","BK1607":"新IT概念","BK1526":"科网股","BK0214":"IT设备"},"source_url":"http://www.zhitongcaijing.com/content/detail/913154.html","is_english":false,"share_image_url":"https://static.laohu8.com/6ca2dcdccfa2217fb20a0351f4efe814","article_id":"2328271308","content_text":"4月19日,中芯国际午后涨超6%,月内累涨超35%。截至发稿,涨4.22%,报24.7港元,成交额17.64亿港元。消息面上,东吴证券发布研究报告称,半导体复苏关注度极高,投资窗口已经开启,坚定看好半导体投资窗口已至。本轮半导体周期从21年中开始下行,见证需求趋弱、库存累计、原厂亏损,调整时间、空间均已相对到位。从晶圆厂、封测厂、终端需求等终端多重验证,认为23年内周期有望见底回升。站在AI需求引领的新一轮半导体周期起点,核心是提升仓位配置比例。大市值公司作为机构配置首选,排序理应靠前,战略重视大市值。中信证券指出,近期集成电路相关支持政策及举措逐渐推出,我们预计市场期待的集成电路产业政策后续有望落地,布局集成电路“卡脖子”环节厂商有望核心受益。此外,国内晶圆厂建设需求持续且刚性,我们预计国内逻辑和存储成熟制程将逐步实现正常扩产。","news_type":1},"isVote":1,"tweetType":1,"viewCount":932,"commentLimit":10,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"symbols":[],"verified":2,"subType":0,"readableState":1,"langContent":"CN","currentLanguage":"CN","warmUpFlag":false,"orderFlag":false,"shareable":true,"causeOfNotShareable":"","featuresForAnalytics":[],"commentAndTweetFlag":false,"andRepostAutoSelectedFlag":false,"upFlag":false,"length":6,"xxTargetLangEnum":"ZH_CN"},"commentList":[],"isCommentEnd":true,"isTiger":false,"isWeiXinMini":false,"url":"/m/post/651216551"}
精彩评论