半导体行情归来,这些公司的门槛早已被机构踏破

上海证券报 2021-06-18

6月17日,半导体板块“王者归来”,涨幅达到及超过10%的个股高达30只。其中,聚灿光电、全志科技、台基股份涨幅达20%,华润微、中微公司涨幅超过15%。 今日早盘,台基股份涨停,聚灿光电均超过10%。数据来源:Wind 早在5月2日,上证报微信公众号刊发了《跌了一年,芯片还有戏吗?不少大佬一季度已加仓,产业链高景气还将延续》,提示机构已经开始悄然加仓半导体个股。此番行情暴涨,又有哪些个股吸引了...

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