异动解读|国民技术盘中上涨5.61%,半导体板块集体反弹叠加MCU涨价及AI电源供应链利好延续

行情直击
Jun 09

6月9日,国民技术盘中上涨5.61%,报11.85港元/股,成交额6599.34万港元。

消息面上,半导体板块当日集体走强,中芯国际涨5.38%、华虹半导体涨4.81%、澜起科技涨4.26%、天数智芯涨13.53%,板块回暖带动前期超跌个股反弹。此前国民技术在投资者互动平台表示,受AI算力需求拉动叠加上游晶圆代工及材料成本上行,全球MCU行业已出现普遍涨价,公司自今年4月起对芯片产品进行价格上调。同时,公司已对全球顶级电源管理大厂实现批量供货,电源监控芯片稳定量产,单价1.5-2美元,7月两款通信类芯片将完成送样,有望持续提升配套份额。该股此前因获利资金集中兑现及板块重挫曾连续回调,当前板块企稳背景下资金回补明显。

(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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