2025，从AI爆发到超级存储，上游半导体设备或迎强确定性扩产周期

同壁财经2025-12-31

2025年的开端由DeepSeek引爆AI，收官由存储引爆半导体，合力驱动2026年上游半导体设备扩产及国产化新章开启。12月31日，国产存储巨头长鑫IPO进展引爆市场关注，半导体产业链多股拉升。上游半导体设备ETF（561980）高开1.31%、目前涨0.83%，盘中成交额迅速放大、截至发文超1.26亿元。资金正逆势加仓，半导体设备ETF（561980）连续4个交易日获资金净流入超1亿元，显示...

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