8月20日，日月光半导体夜盘上涨3.2%，报36.8美元/股，成交额101.28万美元。在经历前一交易日盘中大幅回调后，股价出现修复性反弹。
消息面上，多重行业利好共振：台积电先进封装CoWoS产能供不应求，部分后段订单外溢，日月光投控作为核心供应链有望直接受益；中信证券研报指出，全球封测厂Q2收入同比增长26%-36%，日月光投控稼动率已接近满载，全年资本开支上调至约105亿美元，其中70%投向尖端先进封装。此外，公司Q2每股收益0.29美元，大幅超出市场预期的0.17美元，7月营收同比增长43%，基本面持续向好。当前半导体板块整体回暖，美光科技涨1.43%、迈威尔科技涨1.67%、博通涨1.38%，板块联动效应明显。
（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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