机构称半导体周期核心需求是AI，上游设备材料等硬件有望率先受益

每日经济新闻2025-06-18

6月18日早盘，A股三大指数整体小幅低开。上证指数开盘报3386.14点，跌0.04%。深证成指开盘报10142.58点，跌0.09%。创业板指开盘报2046.69点，跌0.16%。近期自主可控主题热度抬升，科创半导体ETF（588170）早盘涨超0.5%。指数成分股中，芯源微、盛美上海、安集科技、中巨芯、京仪装备、中科飞测等涨幅居前。中信建投证券认为，本轮半导体周期，核心需求是AI。2023-...

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