异动解读|联电盘前上涨3.47%,CoWoS产能外溢效应叠加板块反弹提振

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9月16日,联电盘前上涨3.47%,报22.36美元/股,成交额149.96万美元,在上一交易日跌逾3%后迎来反弹。

消息面上,近日有报道指出台积电CoWoS先进封装产能持续供不应求,产能瓶颈已开始外溢至联电、Amkor及日月光等其他封装及代工厂商,市场预期联电有望受益于这一替代需求的增长。此外,联电8月合并净销售额达250.45亿新台币,同比大增30.71%,营收增势强劲。TrendForce数据亦显示,联电第二季度营收环比增长12.7%,市占率维持3.9%。

板块层面,半导体产品行业今日普遍走强,其中英特尔涨4.95%,美国超微公司涨1.35%,博通涨0.76%,美光科技涨0.67%,英伟达涨0.47%。

(以上内容均基于市场公开消息,由程序或算法智能生成,仅作为股价异动提醒,不作为投资建议或交易依据。)

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