来源：互联网24日，A股芯片设备与材料指数大涨8.8%，阿里巴巴港股大涨9.16%，AI产业链再度掀起涨停潮。数据：半导体设备指数前10大重仓股，2025/9/24核心原因是相关产业和企业利好不断：一是高盛称中国AI芯片需求持续增长，上调中芯国际目标价14%；二是硅片价格整体上涨，芯片产业链有望受益于行业高景气；三是中信证券研报称，长期看，国内晶圆厂的市占率有望从当前的10%提升至30%，设备...
Source Link来源：互联网24日，A股芯片设备与材料指数大涨8.8%，阿里巴巴港股大涨9.16%，AI产业链再度掀起涨停潮。数据：半导体设备指数前10大重仓股，2025/9/24核心原因是相关产业和企业利好不断：一是高盛称中国AI芯片需求持续增长，上调中芯国际目标价14%；二是硅片价格整体上涨，芯片产业链有望受益于行业高景气；三是中信证券研报称，长期看，国内晶圆厂的市占率有望从当前的10%提升至30%，设备...
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