半导体扩产行情与市场风险并存

和讯网01-19

2026 年 1 月产业舆情：半导体进入新一轮全球性扩产周期，先进制程产能扩张带动上游设备与配套需求激增。全球大厂加速投资，洁净室成关键瓶颈环节，国产设备与材料加速导入，投资主线从“洁净室”向“设备 - 材料 - 制造”传导。涉及亚翔集成、北方华创等多只 A 股个股，但洁净室板块短期涨幅大，追高需谨慎。此外，人形机器人产业化进程加快；国产替代方面，光刻胶等产业链有望受益；商业航天产业趋势明显，待...

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