金吾财讯 | 半导体股午后强势跑出，康特隆(01912)涨23.81%，宏光半导体(06908)涨18.31%，中芯国际(00981)涨14.42%，上海复旦(01385)涨13.15%，华虹半导体(01347)涨10.61%，晶门半导体(02878)涨8%。消息面上，国泰君安表示，近一周，在所跟踪的七大科技产业中，半导体是唯一上涨的产业，精选指数上涨3.2%，较上证指数高出6.8pct，其余产业中，动力电池（-7.1%）与光伏（-6.6%）跌幅最大。由于近一周内指数波动较大，因此，全周趋势并不能完全体现产业趋势。结合美国半导体行业协会数据，全球半导体销售额的增速约20%，中国市场的增长也接近全球水平，约19%，从目前产业周期来看，预计半导体产业发展和业绩稳中向好。
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