功率半导体新一轮涨价潮或开启 融资客大举买入概念股

智通财经
Aug 22
【功率半导体新一轮涨价潮或开启 融资客大举买入概念股】截至8月21日收盘,A股功率半导体概念股平均涨幅接近2%,大幅跑赢上证指数,板块内仅少数个股收跌。功率半导体板块的爆发或与相关公司涨价有关。消息面上,受人工智能服务器、新能源汽车、光储等领域需求爆发,叠加晶圆、封装产能紧张、原材料价格大幅上涨等成本因素影响,多家功率半导体厂商正酝酿新一轮价格调整,涨价幅度预计在10%—15%。从融资余额来看,21只功率半导体概念股中,有19只属于融资融券标的,其中12只个股年内均获得融资客加仓。截至8月20日,融资余额较去年末增幅超过20%的功率半导体概念股有8只,包括银河微电、富满微、国电南瑞等。

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