10/05/2024, 10:47 AM UTC
半导体,大涨!Semiconductor Sector Soars!
➀ 香港半导体行业经历大幅上涨,宏光半导体涨幅超过200%,靖洋集团超过100%,康特隆、晶门半导体、上海复旦涨幅超过90%;➁ 港股半导体板块上涨可能受到美国芯片股上涨的带动,英伟达CEO强调对Blackwell芯片的强烈需求;➂ 韩国半导体库存以2009年以来最快的速度减少,表明用于AI开发的高性能存储芯片的需求持续增长。➀ The semiconductor sector in Hong Kong experienced a surge, with stocks like Hongguang Semiconductor rising over 200%, Jingyang Group over 100%, and Kangtong, Crystal Gate Semiconductor, and Shanghai Fudan over 90%; ➁ The rise in Hong Kong's semiconductor stocks may be attributed to the increase in US chip stocks, with NVIDIA's CEO emphasizing strong demand for its Blackwell chip; ➂ South Korea's semiconductor inventory decreased at its fastest pace since 2009, indicating a growing demand for high-performance storage chips for AI development.
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