You are browsing the Hong Kong website, Regulated by Hong Kong SFC (CE number: BJA907). Investment is risky and you must be cautious when entering the market.
Mini LED板塊大幅拉昇,三安光電(600703.SH)逼近漲停再創新高
格隆匯 07-22 14:20

格隆匯7月22日丨Mini LED板塊午後大幅拉昇,三安光電逼近漲停,連續3日累漲超30%,股價突破40元創歷史新高;

瑞豐光電封漲停,中微公司、華燦光電等漲超10%,明微電子、國星光電、聚飛光電、乾照光電等繼續走高。

據行業媒體消息,華爲預計將在當日的發佈會上同時發佈配備Mini LED三款智慧屏,分別爲智慧屏S55Pro、智慧屏X75、智慧屏V98。配合近期蘋果、三星陸續推出Mini LED新品來看,今年Mini LED持續高景氣的確定性強。

中信證券在研報中指出,目前國內疫情總體穩定可控,海外部分地區疫情緩和,短期波動不改長期復甦趨勢,我們觀察到傳統LED產品的需求正環比復甦。

展望2021年,預計Mini/Micro LED佈局穩步推進,Mini LED產品相繼面世,相關廠商進入量產備貨階段,預計21年Mini LED訂單能見度高,有望帶動產業鏈各環節相關廠商持續增長。蘋果、三星、TCL等終端品牌廠商預計在2021年陸續推出Mini/Micro創新產品,長期看好Mini/Micro技術爲顯示領域帶來的革命性變化以及爲LED產業鏈帶來的增長機會。

Follow us
Find us on Facebook, Twitter , Instagram, and YouTube or frequent updates on all things investing.Have a financial topic you would like to discuss? Head over to the uSMART Community to share your thoughts and insights about the market! Click the picture below to download and explore uSMART app!
Disclaimers
uSmart Securities Limited (“uSmart”) is based on its internal research and public third party information in preparation of this article. Although uSmart uses its best endeavours to ensure the content of this article is accurate, uSmart does not guarantee the accuracy, timeliness or completeness of the information of this article and is not responsible for any views/opinions/comments in this article. Opinions, forecasts and estimations reflect uSmart’s assessment as of the date of this article and are subject to change. uSmart has no obligation to notify you or anyone of any such changes. You must make independent analysis and judgment on any matters involved in this article. uSmart and any directors, officers, employees or agents of uSmart will not be liable for any loss or damage suffered by any person in reliance on any representation or omission in the content of this article. The content of the article is for reference only and does not constitute any offer, solicitation, recommendation, opinion or guarantee of any securities, virtual assets, financial products or instruments. Regulatory authorities may restrict the trading of virtual asset-related ETFs to only investors who meet specified requirements. Any calculations or images in the article are for illustrative purposes only.
Investment involves risks and the value and income from securities may rise or fall. Past performance is not indicative of future performance. Please carefully consider your personal risk tolerance, and consult independent professional advice if necessary.
uSMART
Wealth Growth Made Easy
Open Account