【“缺芯”影(ying)響持續發酵(jiao) 內外資(zi)(zi)聯(lian)手加倉(cang)芯(xin)(xin)(xin)(xin)片(pian)(pian)(pian)股】財聯(lian)社6月9日(ri)訊，受供給短缺、產(chan)(chan)品漲(zhang)價等因素(su)影(ying)響，芯(xin)(xin)(xin)(xin)片(pian)(pian)(pian)板塊(kuai)近(jin)(jin)期表現(xian)尤(you)為強勢。成交數(shu)據顯示(shi)，機(ji)構、外資(zi)(zi)等主力資(zi)(zi)金近(jin)(jin)期加碼芯(xin)(xin)(xin)(xin)片(pian)(pian)(pian)股的意愿(yuan)十分(fen)(fen)強烈。中信(xin)證券(quan)電子(zi)組首席(xi)分(fen)(fen)析師(shi)徐濤認為，目前(qian)(qian)半導體(ti)(ti)缺貨(huo)覆蓋各類(lei)產(chan)(chan)品，既(ji)包(bao)括成熟制(zhi)程(cheng)的MCU、電源管理芯(xin)(xin)(xin)(xin)片(pian)(pian)(pian)、功率分(fen)(fen)立器件等，也包(bao)括先進制(zhi)程(cheng)的手機(ji)主芯(xin)(xin)(xin)(xin)片(pian)(pian)(pian)、顯卡GPU等。從(cong)歷史來(lai)看，半導體(ti)(ti)缺貨(huo)是長期存在的現(xian)象，但本(ben)輪(lun)缺貨(huo)引發的漲(zhang)價較(jiao)此前(qian)(qian)更(geng)為嚴重(zhong)。