半导体板块今日大涨，机构圈出这些机会

第一财经08-12

半导体板块今日大涨，上海合晶、寒武纪20cm涨停，盛科通信涨超14%。天风证券指出，综合来看2025年，全球半导体增长延续乐观增长走势，2025年AI驱动下游增长。同时，政策对供应链中断与重构风险持续升级。二季度各环节公司业绩预告亮眼，展望三季度半导体旺季期，建议关注存储/功率/代工/ ASIC/ SoC业绩弹性。存储板块预估3Q25存储器合约价涨幅持续高增，企业级产品持续推进，带动龙头公司季度...

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