截至9月30日上午十点，A股市场芯片半导体板块表现亮眼，整体涨幅位居前列。据Wind数据显示，芯片指数当日早盘涨幅超3%，多只龙头个股涨幅超过5%。这一轮行情主要受两大利好驱动：一方面，近日国家集成电路产业投资基金三期宣布新一轮投资计划，重点投向半导体设备、材料等关键环节；另一方面，随着人工智能、智能驾驶等新兴产业快速发展，高端芯片需求持续攀升，行业景气度明显回升。据新闻显示，国内外多家芯片企业...
Source Link截至9月30日上午十点，A股市场芯片半导体板块表现亮眼，整体涨幅位居前列。据Wind数据显示，芯片指数当日早盘涨幅超3%，多只龙头个股涨幅超过5%。这一轮行情主要受两大利好驱动：一方面，近日国家集成电路产业投资基金三期宣布新一轮投资计划，重点投向半导体设备、材料等关键环节；另一方面，随着人工智能、智能驾驶等新兴产业快速发展，高端芯片需求持续攀升，行业景气度明显回升。据新闻显示，国内外多家芯片企业...
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