芯片暴涨背后,国产替代的扎心真相...

思哲与创富
Sep 24, 2025

今天芯片有点火得离谱,芯片ETF盘中一度涨停,我之前这篇今年最值得关注的基金提到过全球芯片LOF,近期大涨后也出现了4%左右的溢价,建议持有的可以换车到纳斯达克、标普信息之类的基金上面避避,以免溢价回落跳水~唉,这几个月中美芯片大战,老中反击,又是反倾销又是反垄断,A股芯片像打了鸡血似的,今天这篇文,我想带大家深度扒一扒芯片制造的全套流程,让你们明白全球芯片产业的牌桌是怎么分配的~1、提纯单晶硅—...

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