证券时报e公司讯，海通证券研报表示，半导体行业制造端在2024年第一季度受行业淡季等因素影响收入预计将环比下滑，伴随2024年下半年电子终端新产品的逐步推出将有望带动晶圆代工环节的收入呈现逐季环比增长的趋势。半导体设备端的优秀公司在2024年全年则是面临结构性的成长机会，包括先进制程的Foundry/Logic、NAND、DRAM的HBM等领域，需求呈现持续增长的态势。
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海通证券:半导体设备端的优秀公司在2024年面临结构性的成长机会
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The above content is for informational or educational purposes only and does not constitute any investment advice related to Futu. Although we strive to ensure the truthfulness, accuracy, and originality of all such content, we cannot guarantee it.
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The above content is for informational or educational purposes only and does not constitute any investment advice related to Futu. Although we strive to ensure the truthfulness, accuracy, and originality of all such content, we cannot guarantee it.
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