异动解读 | 半导体板块走强,华虹半导体盘中大涨5.05%

异动解读
27 Mar

今日盘中,华虹半导体(01347)股价大涨5.05%,延续了早盘的强势表现。该股早盘已上涨超过3%,随后涨幅进一步扩大。

华虹半导体股价上涨主要受益于半导体行业整体走强。今日早盘,多只半导体股表现抢眼,其中中芯国际涨幅超过6%。行业利好消息方面,新凯来宣布将于3月底首次亮相中国国际半导体展,并计划发布多款新产品,这可能再度提振科技板块热度。

此外,根据SEMI与TechInsights最新发布的报告,2024年电子板块销售额预计同比增长2%,其中第四季度表现尤为突出,同比增长4%。展望2025年第一季度,尽管受季节性因素影响,电子板块销售额仍有望实现1%的同比增长。高盛近期发布的研报也对中国半导体行业前景持乐观态度,认为终端客户需求积极,行业有望延续增长态势。在多重利好因素推动下,华虹半导体等半导体股受到资金青睐。

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