机构:日韩MLCC龙头厂商业绩表现较好 有望提振上游设备、先进封装等需求

格隆汇
Aug 11
万联证券报告指出,日韩MLCC龙头厂商业绩表现较好,并上调全年业绩指引。日韩MLCC龙头厂商业绩表现较好,并上调全年指引,其订单出货比体现行业有望进入景气周期。存储行业方面,结构性紧缺格局或延续,SK海力士等大厂资本开支仍较为积极。我们认为算力建设方兴未艾,算力产业链中高景气细分赛道如PCB、存储、MLCC等需求旺盛,均处于景气扩张周期,亦有望提振上游设备、先进封装等需求,建议关注PCB、存储、MLCC、半导体设备及材料、先进封装等产业链投资机遇。

Disclaimer: Investing carries risk. This is not financial advice. The above content should not be regarded as an offer, recommendation, or solicitation on acquiring or disposing of any financial products, any associated discussions, comments, or posts by author or other users should not be considered as such either. It is solely for general information purpose only, which does not consider your own investment objectives, financial situations or needs. TTM assumes no responsibility or warranty for the accuracy and completeness of the information, investors should do their own research and may seek professional advice before investing.

Most Discussed

  1. 1
     
     
     
     
  2. 2
     
     
     
     
  3. 3
     
     
     
     
  4. 4
     
     
     
     
  5. 5
     
     
     
     
  6. 6
     
     
     
     
  7. 7
     
     
     
     
  8. 8
     
     
     
     
  9. 9
     
     
     
     
  10. 10