$晶科电子股份(02_老虎社区_美港股上老虎

钱兔无量
05-13

$晶科电子股份(02551)$ $天岳先进(02631)$ 半导体行情扩散至碳化硅，天岳先进A/H同步爆发，全球导电型衬底市占率27.6%登顶，8英寸份额超51%。AI服务器电源需求爆发，衬底交期拉长、现货涨价。天岳是明牌，晶科电子股份这条暗线，参股芯聚能、覆盖芯粤能，布局少有人注意吧

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