今年会是成熟制程芯片“超级周期”的开端吗?本周一A股市场极度震荡,虽然没有预期内的“千股跌停”,但开盘的“惨状”也让市场恐慌了一波。相比之下,国产芯片却逆势走高,其中华虹公司(688347.SH)收盘强势20%涨停,股价再度逼近历史新高。其实涨停的逻辑也不难理解,主要在两个方面,一个是短期的中美贸易压力下,国产芯片替代的逻辑是资金规避地缘风险的“避风港”;另一个是中长期逻辑其实是基于全球芯片半导体...
Source Link今年会是成熟制程芯片“超级周期”的开端吗?本周一A股市场极度震荡,虽然没有预期内的“千股跌停”,但开盘的“惨状”也让市场恐慌了一波。相比之下,国产芯片却逆势走高,其中华虹公司(688347.SH)收盘强势20%涨停,股价再度逼近历史新高。其实涨停的逻辑也不难理解,主要在两个方面,一个是短期的中美贸易压力下,国产芯片替代的逻辑是资金规避地缘风险的“避风港”;另一个是中长期逻辑其实是基于全球芯片半导体...
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