金吾财讯 | 半导体板块普遍飘红，华虹半导体(01347)涨10.7%，中芯国际(00981)涨5.06%，FORTIOR(01304)涨4.05%，晶门半导体(02878)涨4%，英诺赛科(02577)涨3.98%，上海复旦(01385)涨3.38%。二十届四中全会于10月20日至23日在北京举行，会议公报明确提出“加快高水平科技自立自强，引领发展新质生产力”的战略目标。中泰证券解读认为，本次全会的核心精神是以科技创新破结构瓶颈、以效率改革对冲内卷压力、以高质量发展实现长期稳增长。对资本市场而言，这既是产业结构重定价的起点，也是中长期科技成长与高端制造板块的战略布局窗口。
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