半导体板块小幅上涨机构圈出这些机会

第一财经2025-06-11

半导体板块今日小幅上涨，芯原股份、成都华微、气派科技、中晶股份涨幅居前。东海证券指出，行业需求在缓慢复苏，价格有所回暖；海外压力下自主可控力度依然在不断加大，可逢低缓慢布局。建议关注：受益海内外需求强劲AIOT领域、AI创新驱动板块、汽车电子受益于新能源车高增长与国产化机遇的板块等。天风证券指出，综合来看2025年，全球半导体增长延续乐观增长走势，2025年AI驱下游增长。展望二季度，建议关注设计...

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半导体板块小幅上涨 机构圈出这些机会

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半导体板块小幅上涨机构圈出这些机会