半导体板块逆势上扬,英伟达、小米催化剂不断+机构看好国产芯片

格隆汇
Yesterday
今日A股震荡盘整,半导体股逆势上涨,富创精密华海诚科金宏气体分别涨9%、3.87%和3.12%。
消息面上,英伟达CEO黄仁勋今日演讲表示,英伟达AI算力每10年提高100万倍,与台积电合作促成了一种名为COOS-L的新工艺,使得大规模芯片的制造成为可能,同时开发了全球最快的交换机NVLink。此外,小米雷军宣布将会推出全新手机SoC芯片玄戒O1,采用第二代3nm工艺制程。
国金证券指出,美国商务部升级对华芯片管制、英伟达新中国特供版芯片性能或大幅降低的消息,将利好国产芯片供应商。
从资金的角度来看,资金持续借道ETF配置半导体板块,科创50指数连续两周获得资金净申购,合计净流入47.5亿元。中证全指半导体、国证芯片也是持续“吸金 ”,近两周合计净流入25.27亿元。
值得关注的标的,及截至发稿涨跌幅:
首只聚焦科创板【半导体设备+半导体材料】:科创半导体ETF(588170),+1.14%
芯片半导体全产业链代表:芯片ETF(159995),+0.5%
半导体产业链上游生产设备代表:半导体材料ETF(562590),+0.47%
“半导体含量超50%”科创大盘代表:科创50ETF(588000),+0.1%

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