龙图光罩涨5.03% 国产替代博弈加剧带动短期波动

智选洞察2025-08-07

龙图光罩股价大幅上涨，最新价47.58元/股，涨跌幅为5.03%。资金博弈与估值分歧共振龙图光罩近期股价异动主要受多重短期因素扰动。截至8月5日，该股动态市盈率达73.26倍，显著高于半导体设备板块均值，估值分歧引发机构调仓动作。8月6日830万股限售股解禁预期加剧筹码松动，叠加二季度主动型基金对半导体板块持仓下降1.2个百分点，部分资金选择提前离场避险。量能指标显示，8月5日换手率攀升至...

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