晶圆厂扩建提振设备材料需求，技术突破或迎来投资机会

每日经济新闻07-03

7月3日早盘，A股维持窄幅震荡，主要宽基指数涨多跌少、红多绿少。卫星互联网、消费电子代工、维生素、航空航天、6G等概念板块涨幅居前。近期自主可控主题升温，光刻机概念热度走高，科创半导体ETF（588170）今日早盘小幅回落。指数成分股中，龙图光罩、上海合晶、先锋精科、中芯国际等涨幅居前。万联证券认为，中国大陆系全球最大半导体设备市场，晶圆厂扩建有望提振半导体设备行业需求，先进制程增长动能更强。我国...

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