外媒转多!存储需求激增+国产技术突破,上游半导体设备拉升不止!

财闻
Dec 22, 2025

存储芯片持续活跃,本周一再度高开拉升,珂玛科技(301611.SZ)开盘涨停。上游半导体设备需求受益,表现强势。半导体设备ETF(561980)盘中一度飙涨超4%,目前涨3.76%,午后成交额高达2.96亿元。成分股方面,珂玛科技、立昂微(605358.SH)封涨停板,上海新阳(300236.SZ)涨超15%,艾森股份(688720.SH)涨超14%,联动科技(301369.SZ)涨超9%,...

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