研报点睛：午后崛起！这一板块爆发

东方财富研究中心2025-12-12

12月12日，A股三大指数今日集体上涨，截止收盘，沪指涨0.41%，收报3889.35点；深证成指涨0.84%，收报13258.33点；创业板指涨0.97%，收报3194.36点。盘面上，半导体行业板块涨2.03%；个股方面，晶丰明源涨停，华海诚科、赛微电子等均有不同程度上涨。国信证券表示，存储除需求量受AI需求拉动外，价格仍处于上涨周期中，TrendForce预计4Q25整体DRAM合约价将上涨...

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