国产算力替代紧迫性持续提升，机构看好国产算力主线机会

每日经济新闻2025-07-08

7月8日早盘，A股三大指数开盘涨跌不一。上证指数开盘报3474.63点，涨0.04%。深证成指开盘报10431.78点，跌0.04%。创业板指开盘报2129.49点，跌0.03%。近期热度较高的科创半导体ETF（588170）高开0.49%。指数成分股中，神工股份、中微公司、艾森股份、华海诚科、拓荆科技、耐科装备等涨幅居前。第一上海证券认为，美国限制先进芯片出口中国的行业大背景下，国产算力替代的...

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