机构看好后续半导体板块资金落地，国产替代催化持续

每日经济新闻2025-07-09

7月9日午后，A股延续上行态势，主要宽基指数全线上涨，沪指收复3500点。农林牧渔、传媒、食品饮料、医药生物等行业涨幅居前。近期自主可控热度升温，科创半导体ETF（588170）今日小幅回调。指数成分股中，芯源微、拓荆科技、华海清科、神工股份等涨幅居前。东吴证券认为，看好后续半导体板块资金落地，催化持续。大基金三期资金正式启动，根据媒体最新报道报道，国家大基金有望在未来数月进行首批重大投资，与前...

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