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券商晨会观点速递 - Vimarsana News

券商晨会观点速递

①中信证券:关注MCU芯片缺货下的国产厂商机遇<br /><br />中信证券电子行业首席分析师徐涛最新研报认为,MCU(微控制器)是海量电子设备的基础控制芯片,以往海外大厂占据主要市场份额。2021年以来MCU海外大厂缺货及价格飞涨现象突出,包括汽车在内的部分下游出现缺芯状况,

Source: yicai.com