异动解读|联电盘中上涨3.68%,CoWoS产能外溢效应叠加营收强劲提振反弹

行情直击
Sep 16

9月16日,联电盘中上涨3.68%,报22.48美元/股,成交额1018.72万美元,在上一交易日跌逾3%后迎来明显反弹。

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及日月光等封装及代工厂商,市场预期联电有望受益于这一替代需求增长。同时,联电8月合并净销售额达250.45亿新台币,同比大增30.71%,前8个月累计营收同比增长14.66%,营收增势强劲。TrendForce数据亦显示,联电Q2营收环比增长12.7%,市占率维持3.9%。此外,半导体板块整体回暖,同行业中英特尔涨5.41%、美国超微公司涨2.73%,板块情绪共振亦对联电形成支撑。

(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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