机构9月密集“叩门”硬科技赛道 国产半导体设备方向受关注

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2025年9月,A股市场机构调研热度持续升温。Wind数据显示,券商、私募及公募基金等机构密集走访上市公司,重点挖掘结构性机会。其中,半导体、光伏、工业机械等行业凭借政策红利,成为机构9月调研的主要方向。业内人士表示,当下中芯国际供应链稳定性、设备国产化率、“反内卷”等方向备受关注。半导体设备国产化进程加速Wind数据显示,9月多家半导体企业获机构调研,其中炬光科技、澜起科技等企业接待量居前。具体...

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