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半导体板块走高 伟测科技、圣邦股份等涨超10%_蜘蛛资讯网

杨振宁曾称翁帆是最后的礼物

机、可穿戴腕式设备、智能家居快速增长,AI服务器与新能源汽车保持高速增长,需求在2026年3月或将继续复苏。  东海证券指出,供给端看,尽管企业库存水位较高且仍在上升,但AI带来的部分细分市场需求高增,使得上游晶圆代工厂有所提价,消费电子受内存涨价影响或使成本有所上升,2026年出货有所降低,但整体看半导体3月供需格局预计将继续向好。2月存储价格持续上涨,且涨价已从存储、消费电子蔓延至功率、模拟等

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