芯片产业投资

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国台办:台湾去美国投资芯片是割肉饲虎
财联社· 2025-10-22 04:38
据央视新闻,今日,国务院台办举行例行新闻发布会。有记者提问:台湾地区副领导人萧美琴近日称, 已承诺在美国进行投资, 不仅是台 积电,还包括整个生态及其他部分,从供应商到设计商乃至其他芯片制造公司,都将与英特尔等美国公司合作,提升其生产力。对此发言人 有何评论? 对此,发言人朱凤莲表示, 民进党当局无底线媚美跪美,对美国的巧取豪夺一再妥协退让,先是台积电,然后是整个产业链,终将是割肉 饲虎、欲壑难填。 广大台湾民众和产业界对此看得越来越清楚,越来越痛彻心骨。 ...
灿芯股份股价涨5.3%,创金合信基金旗下1只基金重仓,持有52.31万股浮盈赚取187.81万元
Xin Lang Cai Jing· 2025-09-11 03:24
Group 1 - The core viewpoint of the news is that CanSemi Co., Ltd. has seen a significant increase in stock price, indicating positive market sentiment and potential growth in the semiconductor industry [1] - As of September 11, CanSemi's stock price rose by 5.3% to 71.29 yuan per share, with a trading volume of 168 million yuan and a turnover rate of 3.41%, resulting in a total market capitalization of 8.555 billion yuan [1] - CanSemi, established on July 17, 2008, specializes in integrated circuit design services, with its main business revenue derived from chip design (50.27%) and chip mass production (49.73%) [1] Group 2 - From the perspective of fund holdings, the Chuangjin Hexin Fund has a significant position in CanSemi, with its Chuangjin Hexin Chip Industry Stock Fund A (013339) increasing its holdings by 223,700 shares in the second quarter, totaling 523,100 shares, which accounts for 4.79% of the fund's net value [2] - The Chuangjin Hexin Chip Industry Stock Fund A was established on September 28, 2021, with a current scale of 291 million yuan and has achieved a year-to-date return of 18.26%, ranking 2470 out of 4222 in its category [2] - The fund manager, Liu Yang, has been in position for 3 years and 337 days, with the fund's total assets amounting to 1.025 billion yuan, achieving a best return of 55.7% and a worst return of 1.85% during his tenure [2]
盛科通信股价涨5.4%,创金合信基金旗下1只基金重仓,持有51.15万股浮盈赚取306.38万元
Xin Lang Cai Jing· 2025-09-03 03:43
Group 1 - The core viewpoint of the news is the performance and market position of Shengke Communication, which saw a 5.4% increase in stock price, reaching 116.99 yuan per share, with a trading volume of 373 million yuan and a market capitalization of 47.966 billion yuan [1] - Shengke Communication, established on January 31, 2005, specializes in the research, design, and sales of Ethernet switch chips and related products, with its main revenue sources being Ethernet switch chips (72.43%), Ethernet switch chip modules (11.94%), Ethernet switches (10.48%), customized solutions and others (3.18%), and licensing (1.97%) [1] Group 2 - From the perspective of fund holdings, one fund under Chuangjin Hexin has heavily invested in Shengke Communication, increasing its holdings by 198,000 shares to a total of 511,500 shares, which represents 4.62% of the fund's net value, making it the ninth largest holding [2] - The Chuangjin Hexin Chip Industry Stock Initiation A fund (013339) was established on September 28, 2021, with a current size of 291 million yuan, achieving a year-to-date return of 20.9% and a one-year return of 80.14% [2] - The fund manager, Liu Yang, has been in position for 3 years and 329 days, with the fund's total assets amounting to 975 million yuan, and the best and worst returns during his tenure being 58.9% and 16.18%, respectively [2]