华安证券总经理赵万利:存储芯片是数字经济时代的“粮食”

新浪财经
Oct 20

专题:2026可持续全球领导者大会&第二届绿色产业与可持续消费博览会

  2026可持续全球领导者大会期间,华安证券总经理赵万利出席“长期资本与韧性增长”论坛,谈到投资长鑫科技等一系列科技型企业时表示,这给资本市场贴上了“含科量”标签。他回忆,当时国产化道路充满非常多的不确定性,但公司还是坚定投了,“因为存储芯片是数字经济时代的粮食,关乎国家的信息安全和产业链自主可控,这不是一个企业的成败问题,而是大国博弈的前沿阵地,必须有人做和支持”。

  他认为,这笔投资不是压在某一家企业上,而是压在国家战略方向和产业发展规律上,“方向对了,概率站在胜利的一边”。

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