错杀!准备抄底!

星辰投研
13 Jun

最近半导体设备出现一波明显调整。中美在进行新一轮谈判,市场担忧中美缓和以后,国内半导体设备领域的国产替代会有所放缓,这种担忧说实话有点多余。经过这几年先进制造业的补短板,国内在芯片设计领域跟美国的差距已经不大了,国内科技产业最大的短板集中在半导体设备,只要这个方向实现突破,老美很难继续卡我们脖子。现在国内大部分科技民企和央国企对老美都不抱幻想,核心科技还是得掌握在自己手上,无论中美关系怎么变化,...

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