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昔日報告:
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全球半導體市場分析:2024年第二季銷售概覽

核心數據:2024年第二季度,全球半導體產業銷售額達149.9億美元,年增18.3%,季增6.5%。其中6月份單月銷售額為50.0億美元,較5月份的49.1億美元成長1.7%。這項數據由「世界半導體貿易統計組織」(WSTS)編制,反映了三個月移動平均值的變化。

區域表現細節:其中,美洲成長最為顯著,6月年增率達到驚人的42.8%。中國年增21.6%,持續展現強勁的市場需求。亞太及其他地區成長12.7%,顯示出穩健的市場表現。然而,日本卻面臨挑戰,年減5.0%。此外,歐洲亦按年下降11.2%,表現最為疲軟。

市場動態:從月度數據來看,除歐洲和亞太其他地區外,美洲、日本和中國都將較上季增長。這表明,儘管全球市場存在波動,但部分核心市場仍保持增長動能。

產業觀察:根據半導體產業協會(SIA)的數據,這是自2023年第四季以來首次出現季度環比增長,標誌著市場正在逐步復甦。特別是在美洲市場,成長率的飆升可能預示著更廣泛的經濟復甦和技術投資增加。

投資洞察:半導體產業的快速成長,尤其是在美洲和中國市場,為投資者提供了明確的訊號:在這些區域的相關企業可能存在較大的增長潛力。然而,對於在歐洲和日本的投資,需要更為審慎,考慮到這些地區目前的市場萎縮。

總結:儘管全球經濟環境充滿不確定性,半導體產業在2024年第二季顯示出強勁的復甦跡象。投資者應密切關注區域性市場表現,特別是那些顯示出超常增長的市場,這可能是未來資本配置的重要參考。同時,對於表現不佳的市場,進行風險評估和策略調整將是必要的。

撰稿: 李浩然研究分析員
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