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美國擬長臂管轄日、荷半導體企業向中國提供技術,國產芯片全線走強!半導體ETF(159813)升3%!
格隆匯 07-19 11:25
半導體產業鏈持續拉昇,領升市場,截至11:21,半導體ETF成分股士蘭微、斯達半島升停,半導體ETF(159813)升3%,7月9日以來導體ETF(159813)升12%。消息面上,中信證券研報指出,美國擬長臂管轄日、荷企業,限制其向中國提供先進的半導體技術。日本和荷蘭在光刻、塗膠顯影、刻蝕、薄膜沉積、爐管、量檢測等設備領域佔有領先或優勢地位。ASML發佈24Q2季報,中國大陸已經連續四個季度成為ASML的第一大收入來源。光刻機的持續採購,未來國內擴產需求有望保持穩健,同時外部限制之下半導體設備國產化率有望快速提升,持續看好國內半導體設備公司近幾年的訂單高速增長。從行業基本面看,半年度業績預吿顯示,多家半導體公司上半年業績實現大幅增長,展現出行業良好的復甦態勢。中泰證券認為,在產業政策助力技術升級以及下游需求的持續拉動下,半導體為代表的科技競賽板塊或出現資金流入,或帶動一輪盈利+估值的“戴維斯雙擊”。半導體ETF(159813),聯接基金(A類:012969,C類:012970)
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