金吾财讯 | 半导体个别走强,中芯国际(00981)涨8.03%,上海复旦(01385)涨5.1%,晶门半导体(02878)涨3.33%,康特隆(01912)涨2.88%,中电华大科技(00085)涨2.8%。中信证券表示,半导体产能扩张和国产替代,在该领域有所布局的光伏设备和材料企业有望受益。2024年12月以来,全国各地披露的重大半导体项目已达70余个,半导体设备和材料需求向好。该行表示,考虑...
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