愛國戰士上線 中投資人買股對抗晶片戰 - 股票QA

By Mary
at 2023-05-26T17:29
at 2023-05-26T17:29
Table of Contents
原文標題
愛國戰士上線 中投資人買股對抗晶片戰
原文連結:
https://ctee.com.tw/news/china/871238.html
發布時間:
2023.05.26
記者署名:
工商時報 馬婉娟
原文內容:
中國科技業在面臨美國抵制及日本最新半導體禁令的情況下,愛國的中國投資者挺身而出
,搶購受影響的科技公司及國有企業股份,並稱要跟國家站在一起。
根據路透26日報導,中國日前宣布特定領域禁止採購美光(Micron) 晶片後,美國國會
議員表達抗議,並要求商務部將中國DRAM龍頭合肥長鑫存儲新增至黑名單中。不僅如此,
日本也在本周公布將限制對中國的半導體設備出口,該禁令將於7月23日生效。
過去多年來,中國都將資金引導至創新產業,但目前面臨逐漸加劇的全球半導體大戰,中
國投資者認為在科技上尋求獨立更為急迫。
事實上,在日本宣布禁止23種晶片製造設備出口至中國後,中國半導體製造商股價上揚。
半導體設備商北方華創股價漲14%、拓荊科技上漲45%、盛美上海上漲19%。
此外,美國國會議員本周呼籲抵制合肥長鑫存儲的消息一出,一樣激勵中國記憶晶片製造
商如恆爍半導體股價上揚26%、瀾起科技漲4%。券商中信證券表示,美國和日本對中國
晶片製造業的限制,只會加速中國取代外國技術,並祭出更強有力的政府支持。
心得/評論:
中國現在出現愛國人士號召投資者捍衛中企抵抗歐美制裁
你越制裁我越買的氣氛越來越濃厚了,都制裁光了以後只能用中國技術,中企利多!!
沒想到被制裁的企業股價不跌反漲!!
--
愛國戰士上線 中投資人買股對抗晶片戰
原文連結:
https://ctee.com.tw/news/china/871238.html
發布時間:
2023.05.26
記者署名:
工商時報 馬婉娟
原文內容:
中國科技業在面臨美國抵制及日本最新半導體禁令的情況下,愛國的中國投資者挺身而出
,搶購受影響的科技公司及國有企業股份,並稱要跟國家站在一起。
根據路透26日報導,中國日前宣布特定領域禁止採購美光(Micron) 晶片後,美國國會
議員表達抗議,並要求商務部將中國DRAM龍頭合肥長鑫存儲新增至黑名單中。不僅如此,
日本也在本周公布將限制對中國的半導體設備出口,該禁令將於7月23日生效。
過去多年來,中國都將資金引導至創新產業,但目前面臨逐漸加劇的全球半導體大戰,中
國投資者認為在科技上尋求獨立更為急迫。
事實上,在日本宣布禁止23種晶片製造設備出口至中國後,中國半導體製造商股價上揚。
半導體設備商北方華創股價漲14%、拓荊科技上漲45%、盛美上海上漲19%。
此外,美國國會議員本周呼籲抵制合肥長鑫存儲的消息一出,一樣激勵中國記憶晶片製造
商如恆爍半導體股價上揚26%、瀾起科技漲4%。券商中信證券表示,美國和日本對中國
晶片製造業的限制,只會加速中國取代外國技術,並祭出更強有力的政府支持。
心得/評論:
中國現在出現愛國人士號召投資者捍衛中企抵抗歐美制裁
你越制裁我越買的氣氛越來越濃厚了,都制裁光了以後只能用中國技術,中企利多!!
沒想到被制裁的企業股價不跌反漲!!
--
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