科创50指数尾盘大幅拉升2%

大晖投教社
25 Jul

光刻机、半导体板块午后集体大涨,主要受以下事件驱动和逻辑支撑:一、事件驱动因素行业盛会催化2025世界人工智能大会(7月26日-28日)即将在上海举办,叠加OpenAI计划8月初发布GPT-5的消息,市场对AI算力需求激增的预期升温,直接刺激半导体、光刻机等上游产业链。国产替代政策突破7月23日,工信部将KrF/ArF光刻机纳入《首台(套)重大技术装备目录》,标志着国产光刻机技术攻关取得实质性进展...

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