港股半导体股走高!获机构唱好龙头股中芯国际大涨超5%,华虹半导体涨2.64%,康特隆涨约2%

格隆汇
13 Jan

格隆汇1月13日|半导体股逆势拉升,其中,龙头股中芯国际大涨超5%,华虹半导体涨2.64%,康特隆涨约2%。消息上,高盛预计,在中国半导体需求长期增长以及地缘政治风险下,中芯将呈现逐步上升趋势。对于2024年第4季的盈利,预计收入将按季增1%至22亿美元,毛利率为18.5%,较此前的数据为佳,与管理阶层的指引范围一致。此外,天风证券(601162)研报指出,手机等产品购新补贴或拉动半导体需求。(...

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