Korean media reported AmCham Korea has launched the "K-Doorknock" program to promote Korean companies' expansion into the U.S.; the initial delegation includes Hyundai Motor Group and LG Group.

2026-07-13

Korean media reported AmCham Korea has launched the "K-Doorknock" program to promote Korean companies' expansion into the U.S.; the initial delegation includes Hyundai Motor Group and LG Group.

其他消息
2026-07-13

半導體主線仍有熱度,但資金正在從“泛芯片敘事”轉向“更具體的產業鏈環節定價”。通富微電、長電科技等封測方向獲得資金淨流入,而兆易創新、華天科技、北京君正、佰維存儲、普冉股份、德明利等存儲或芯片設計鏈條卻出現大額流出。 這說明資金並不是無差別追逐半導體,而是在板塊內部做結構切換。封測、先進封裝更貼近AI算力擴張和國產替代的訂單預期,容易被資金視爲產業鏈確定性更強的環節;而存儲、消費電子鏈條前期漲幅較大,且價格週期與需求復甦仍存在波動,資金更容易選擇兌現。

2026-07-13

港股PCB股走低,建滔積層板(01888.HK)跌超12%,建滔集團(00148.HK)跌11.97%,廣合科技(01989.HK)跌2.79%。