半导体与人工智能等多项科技项目发展科创50指数未来预期好转

金证研08-09

半导体产业复苏迹象渐明，多家半导体公司业绩报喜，涉及产业链多个环节。权重产业带动下，科创板50的业绩预期可能向好。近期，A股多家半导体公司披露半年报业绩预告或近期经营数据，具体环节涉及存储芯片、电源管理芯片与封测。其中大部分公司均提到行业复苏，订单/业务大幅增长。如存储厂商佰维存储预计上半年实现营收31亿-37亿元，同比增长169.97%至222.22%。预计同期归母净利润2.8亿元-3.3亿元，...

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半导体与人工智能等多项科技项目发展 科创50指数未来预期好转

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半导体与人工智能等多项科技项目发展科创50指数未来预期好转