异动解读｜联电盘中上涨3.05%，全球半导体密集涨价潮提振晶圆代工景气预期

行情直击06-30

6月30日，联电盘中上涨3.05%，报26.36美元/股，成交额1.11亿美元。

消息面上，全球近20家模拟及功率半导体企业将于7月1日启动新一轮涨价，核心动力源于晶圆代工和原材料涨价带来的成本传导，叠加AI数据中心功率芯片需求激增形成共振。联电作为全球主要晶圆代工厂商，代工涨价周期下产能利用率及单位报价均有望受益。此外，此前英特尔合作开发3nm及12nm工艺的基本面预期仍在，经过近期连续回调后估值压力有所释放，短期反弹动能显现。

（以上内容均基于市场公开消息，由程序或算法智能生成，仅作为股价异动提醒，不作为投资建议或交易依据。）

免责声明：本文观点仅代表作者个人观点，不构成本平台的投资建议，本平台不对文章信息准确性、完整性和及时性做出任何保证，亦不对因使用或信赖文章信息引发的任何损失承担责任。

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