市场做多情绪全面升温，聚焦科技链中轮动补涨机会

中金财经05-12

导读：①科技板块成赚钱主线，半导体芯片全线走强，存储、算力芯片高景气延续至 2027 年，产业链量价齐升；②半导体设备、材料、先进封装同步爆发，行业高景气扩张，国产替代空间广阔；③算力硬件持续走强，资金风格切换，从大盘权重向板块中小市值标的扩散。　　昨日市场震荡上行，沪指站上4200点，科创50指数盘中刷新历史新高，两市成交额突破3.5万亿，整体呈现价量齐升的走势，不过结构性分化依旧明显，赚钱...

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