省心省力
02-20
$中芯国际(00981)$
晶圆代工报价逆势上调10%,产能利用率维持98%高位。技术分析月线级别杯柄形态即将突破,机构持股比例创历史新高。这不买等啥?
英伟达H20遭限制!国产半导体有机会上车吗?
近期英伟达H20禁售政策的出台对市场产生了短期和长期的影响,禁售政策对国产芯片而言是一个利好消息,部分芯片性能已接近H20水平,且国产芯片的利润率通常高于进口芯片,这将有助于提升公司的整体盈利能力。【中美关税博弈下,大家是否看好国产半导体的崛起?自上周一中芯国际自股价低位回升超2%,大家看好其上车机会吗?】
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