本周四(3月27日)港股盘初,半导体股表现强势, 中芯国际 涨超5%, 华虹半导体 涨超3%:
消息面上,根据SEMI与TechInsights合作编制的《2024年第四季度半导体制造业监测(SMM)报告》Semiconductor Manufacturing Monitor (SMM)Report,2024年,电子板块销售额呈现先降后升的态势。
上半年销售额有所下降,但下半年逐步回升,最终实现全年2%的同比增长。其中,第四季度表现尤为突出,销售额同比增长4%。展望2025年第一季度,受季节性因素影响,电子板块销售额预计将实现1%的同比增长。
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