机构称半导体材料设备等四大投资主线值得关注

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13 May

5月13日早盘,A股整体高开后窄幅震荡,主要宽基指数涨多跌少、红多绿少。电力设备、煤炭、银行、纺织服饰等行业涨幅居前。近期自主可控主题升温,科创半导体ETF(588170)、信创ETF(562570)今日早盘小幅回调。消息面上,中芯国际、华虹半导体发布2025Q1财报,产能利用率保持高位,晶圆价格环比有季节性回落,下游行业需求出现结构性复苏,消费电子客户提前备货,工业、汽车、存储等回暖显著,整体...

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