美国发布《AI行动计划》,海外云厂商持续加大资本支出 | 投研报告

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Aug 15

中原证券近日发布半导体行业月报:2025年7月国内半导体行业(中信)上涨3.06%,同期沪深300上涨3.54%,其中集成电路上涨2.74%,分立器件上涨5.05%,半导体材料下跌0.11%,半导体设备上涨4.87%;半导体行业(中信)年初至今上涨11.96%。中原证券近日发布半导体行业月报:2025年7月国内半导体行业(中信)上涨3.06%,同期沪深300上涨3.54%,其中集成电路上涨...

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