9月17日早盘，港股半导体概念股大涨，中芯国际一度涨超4%，华虹半导体一度涨超2%。A股同赛道规模最大的恒生科技指数ETF跟随指数上行，持仓股百度集团、蔚来、京东集团、中芯国际、美团、阿里巴巴等领涨。国信证券指出，继北美算力产业链高速增长的业绩兑现催化主线行情之后，半导体在台积电上修年度业绩指引的背景下，迎来板块性快速上涨行情，半导体自主可控再度成为市场焦点。与此同时，DeepSeek、阿里先后...
Source Link9月17日早盘，港股半导体概念股大涨，中芯国际一度涨超4%，华虹半导体一度涨超2%。A股同赛道规模最大的恒生科技指数ETF跟随指数上行，持仓股百度集团、蔚来、京东集团、中芯国际、美团、阿里巴巴等领涨。国信证券指出，继北美算力产业链高速增长的业绩兑现催化主线行情之后，半导体在台积电上修年度业绩指引的背景下，迎来板块性快速上涨行情，半导体自主可控再度成为市场焦点。与此同时，DeepSeek、阿里先后...
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