沪指再度冲击3500点,半导体板块上涨,带动计算机ETF南方(159586)、 科创芯片ETF南方(588890)、半导体ETF南方( 159325)涨超1%。 消息面上,行业迎来重磅利好: 1.国产头部存储厂商长鑫存储启动上市辅导。证监会官网显示,国产DRAM内存芯片大厂长鑫存储(长鑫科技集团股份有限公司)启动上市辅导,中金、中信建投担任辅导机构。 2.瑞芯微发布业绩预告,预计2025年半年度实现营业收入约20.45亿元,同比增长64%左右;实现净利润5.2亿元~5.4亿元,同比增长185%~195%。 东方证券研报指出,国内先进存储和逻辑产能扩张有望持续带动半导体设备需求,面临地缘政治、关税波动和出口管制的不确定性,半导体设备行业有望加速国产化进程。
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