摩根大通：更看好中国科技上游板块半导体设备优于晶圆代工

智通财经06-05

智通财经APP获悉，摩根大通发表研究报告指出，中国科技板块在5月份上涨18%后，近期回调为精选公司及板块提供逢低买入机会。该行更看好上游企业，如半导体设备、OSAT及晶圆代工供货商，受惠于订单积压增加及平均售价上升。然而，对下游企业则较为谨慎，因成本上升将带来毛利率压力，特别是需求疲弱的消费电子应用领域。摩根大通更新半导体领域的子板块排序，现时为：半导体设备>OSAT>晶圆代工>无厂半导体。该行在...

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摩根大通：更看好中国科技上游板块 半导体设备优于晶圆代工

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摩根大通：更看好中国科技上游板块半导体设备优于晶圆代工