A股年内25只半导体大牛股翻倍，千亿巨头盘中飙涨16%

21世纪经济报道06-03 17:18

炒股就看金麒麟分析师研报，权威，专业，及时，全面，助您挖掘潜力主题机会！　　记者丨李益文　　编辑丨李燕娜江佩霞　　截至3日收盘，A股半导体概念大爆发，广立微涨幅超17%领涨，源杰科技、沐曦股份涨幅超16%、14%，据Wind数据，A股年内25只半导体概念股涨幅翻倍，其中涨幅最高为源杰科技，年内涨幅超217%。　　千亿巨头盘中飙涨16% 　　3日午后，A股市场半导体设备板块异动拉升，成为...

网页链接

免责声明：本文观点仅代表作者个人观点，不构成本平台的投资建议，本平台不对文章信息准确性、完整性和及时性做出任何保证，亦不对因使用或信赖文章信息引发的任何损失承担责任。

精彩评论

我们需要你的真知灼见来填补这片空白

发表看法

{"i18n":{"language":"zh_CN"},"isChannel":false,"data":{"share":"https://www.laohu8.com/m/news/2640702439?lang=zh_CN&edition=full","thumbnail":"","is_english":false,"pubTime":"2026-06-03 17:18","share_image_url":"https://static.laohu8.com/b0d1b7e8843deea78cc308b15114de44","id":"2640702439","market":"sg","top_or_hot":-1,"title":"A股年内25只半导体大牛股翻倍，千亿巨头盘中飙涨16%","media":"21世纪经济报道","content":"<div>\n<p>炒股就看金麒麟分析师研报，权威，专业，及时，全面，助您挖掘潜力主题机会！ 　　记者丨李益文\n　　编辑丨李燕娜 江佩霞\n　　截至3日收盘，A股半导体概念大爆发，广立微涨幅超17%领涨，源杰科技、沐曦股份涨幅超16%、14%，据Wind数据，A股年内25只半导体概念股涨幅翻倍，其中涨幅最高为源杰科技，年内涨幅超217%。\n\n　　千亿巨头盘中飙涨16%\n　　3日午后，A股市场半导体设备板块异动拉升，成为...</p>\n\n<a href=\"https://finance.sina.com.cn/stock/marketresearch/2026-06-03/doc-iniacnun2401012.shtml\">网页链接</a>\n\n</div>\n","source":"sina","html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>A股年内25只半导体大牛股翻倍，千亿巨头盘中飙涨16%</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nA股年内25只半导体大牛股翻倍，千亿巨头盘中飙涨16%\n</h2>\n\n<h4 class=\"meta\">\n\n\n2026-06-03 17:18 北京时间&nbsp;&nbsp;&nbsp;<a href=https://finance.sina.com.cn/stock/marketresearch/2026-06-03/doc-iniacnun2401012.shtml><strong>21世纪经济报道</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>炒股就看金麒麟分析师研报，权威，专业，及时，全面，助您挖掘潜力主题机会！ 　　记者丨李益文\n　　编辑丨李燕娜 江佩霞\n　　截至3日收盘，A股半导体概念大爆发，广立微涨幅超17%领涨，源杰科技、沐曦股份涨幅超16%、14%，据Wind数据，A股年内25只半导体概念股涨幅翻倍，其中涨幅最高为源杰科技，年内涨幅超217%。\n\n　　千亿巨头盘中飙涨16%\n　　3日午后，A股市场半导体设备板块异动拉升，成为...</p>\n\n<a href=\"https://finance.sina.com.cn/stock/marketresearch/2026-06-03/doc-iniacnun2401012.shtml\">网页链接</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","isBrief":false,"type":0,"news_type":1,"symbol":"SGXZ81163826.USD","symbol_name":"UNITED CHINA A-SHARES INNOVATION \"A\" (USD) ACC","start_time":0,"source_url":"https://finance.sina.com.cn/stock/marketresearch/2026-06-03/doc-iniacnun2401012.shtml","article_id":"2640702439","we_media_id":null,"thumbnails":[],"rights":{"source":"sina","url":"https://finance.sina.com.cn/stock/marketresearch/2026-06-03/doc-iniacnun2401012.shtml","rn_cache_url":null,"customStyle":"body{padding-top:10px;}.art_tit_h1{#titleStyle#}a{#lv2TextColor#}.art_time, .art_cite{#sourceStyle#;} .art_cite{margin-left: 3px;}","selectors":".module-article, article","filters":"header, .voice2, .tags, #norm_qrcode_link_auto, .unfold-box, .action","directOrigin":true},"url":"https://stock-news.laohu8.com/highlight/detail?id=2640702439","pubTimestamp":1780478280,"columns":[{"name":"A股","id":33,"label_key":"policyRegulatory"}],"sourceInfo":{"source_id":"sina","name":"sina"},"weMediaInfo":null,"summary":"炒股就看金麒麟分析师研报，权威，专业，及时，全面，助您挖掘潜力主题机会！　　截至3日收盘，A股半导体概念大爆发，广立微涨幅超17%领涨，源杰科技、沐曦股份涨幅超16%、14%，据Wind数据，A股年内25只半导体概念股涨幅翻倍，其中涨幅最高为源杰科技，年内涨幅超217%。　　3日午后，A股市场半导体设备板块异动拉升，成为当日盘面焦点。千亿半导体巨头盛美上海涨超16%，强势领涨，截至收盘涨幅收窄至12.39%。","collect":0,"end_time":0,"defaultTopTitle":"sina.com.cn","property":[],"viewcount":null,"language":"zh","relate_stocks":{"300604":"长川科技","301629":"矽电股份","688037":"芯源微","688072":"拓荆科技","688082":"盛美上海","688200":"华峰测控","688409":"富创精密","688498":"源杰科技","SGXZ81163826.USD":"UNITED CHINA A-SHARES INNOVATION \"A\" (USD) ACC","LU0278937759.USD":"abrdn SICAV I - EMERGING MARKETS SMALLER COMPANIES\"A\" (USD) ACC","LU0348805143.USD":"ALLIANZ ENHANCED ALL CHINA EQUITY \"A\" (USD) INC","LU2460026573.USD":"abrdn SICAV I -  CHINA NEXT GENERATION \"A\" (USD) ACC","BK0214":"IT设备","BK0259":"通用设备","BK0125":"芯片国产化","SGXZ49509284.SGD":"United China A Shares Innovation A Acc SGD","BK0251":"专用设备"},"translate_title":"A-share 25 semiconductor bull stocks doubled during the year, and 100 billion giants soared 16% in the session","themeId":null,"isJumpTheme":false,"ttsUrl":null,"symbols_score_info":{"300604":1.85,"301629":1.85,"688037":1.87,"688072":1.87,"688082":1.9,"688200":1.87,"688409":1.85,"688498":1.92},"content_text":"炒股就看金麒麟分析师研报，权威，专业，及时，全面，助您挖掘潜力主题机会！ 　　记者丨李益文\n　　编辑丨李燕娜 江佩霞\n　　截至3日收盘，A股半导体概念大爆发，广立微涨幅超17%领涨，源杰科技、沐曦股份涨幅超16%、14%，据Wind数据，A股年内25只半导体概念股涨幅翻倍，其中涨幅最高为源杰科技，年内涨幅超217%。\n\n　　千亿巨头盘中飙涨16%\n　　3日午后，A股市场半导体设备板块异动拉升，成为当日盘面焦点。千亿半导体巨头盛美上海（688082.SH）涨超16%，强势领涨，截至收盘涨幅收窄至12.39%。芯源微（688037.SH）、华峰测控（688200.SH）、拓荆科技（688072.SH）、硅电股份（301629.SZ）、长川科技（维权）（300604.SZ）、富创精密（688409.SH）等跟涨。\n　　SK海力士扩产引爆行情\n　　市场情绪被一则来自产业前沿的重磅消息点燃。据财联社报道，6月2日，韩国SK集团会长崔泰源在台北电脑展（Computex）现场对媒体透露，旗下存储芯片公司SK海力士计划五年内将晶圆产能翻番，以应对全球人工智能基础设施建设带来的内存芯片持续短缺。\n　　事实上，SK海力士的大规模扩产计划，正是全球存储行业迈入超级景气周期的典型缩影。高盛今年2月研报显示，市场正处于过去15年来最严重的存储芯片供应短缺前夜。2026年全球DRAM市场供需缺口达4.9%，NAND Flash缺口达4.2%，AI核心配件HBM（高带宽内存）缺口更是高达5.1%，均为2011年以来最高水平。\n　　在AI算力需求爆发的大背景下，以HBM为代表的先进存储产品供不应求，正驱动存储厂商开启前所未有的产能扩张与技术升级。崔泰源的公开表态，被市场视为全球存储芯片产业新一轮大规模资本支出周期启动的关键标志。\n　　国际半导体产业协会（SEMI）的最新预测也印证了行业高景气态势。据SEMI预测，2025年全球半导体制造设备市场规模预计达1330亿美元，同比增长13.7%；2026年、2027年将分别达到1450亿美元和1560亿美元。SEMI认为，增长势头迅猛的原因在于AI需求扩大，进而带动高端逻辑芯片、存储芯片、尖端封测等各领域的投资。\n　　先进逻辑与存储制程迭代正推动设备价值量持续提升。东吴证券认为，AI驱动先进逻辑与存储扩产，资本开支进入新一轮上行周期。在AI算力需求爆发背景下，全球半导体设备市场规模持续创新高。存储端，HBM带动DRAM高阶制程升级，3DNAND向400层以上堆叠演进，单万片产能投资额同步提升。中国大陆晶圆产能全球占比仍低于销售占比，逻辑与存储龙头资本开支维持高位，叠加两大存储厂商上市融资在即，扩产动能具备持续性，支撑前道设备景气度中长期上行。\n　　国泰海通证券同样认为，存储产业链景气上行与自主可控深化，将共同推动半导体设备需求释放。一方面，存储扩产具有资本开支强度高、设备弹性大的特点，半导体设备订单中存储占比较高的公司有望受益更明显；另一方面，长存、长鑫等国产存储龙头扩产节奏明确，将持续带动刻蚀、薄膜沉积、检测、CMP、涂胶显影等核心前道设备需求。当前国产设备公司已从单点突破进入平台化扩品类阶段，设备龙头持续拓展先进逻辑与存储高端工艺，自主可控从成熟制程向更高端环节推进。\n　　投资策略方面，兴业证券认为，“先进工艺扩产”将成为自主可控主线，建议关注北方华创、中微公司、中科飞测、拓荆科技、华海清科、精测电子、安集科技、广钢气体、鼎龙股份等；此外，CoWoS及HBM卡位AI产业趋势，先进封装重要性凸显，建议关注精智达、芯源微、华峰测控、盛美上海、华海诚科等。\n\n新浪声明：此消息系转载自新浪合作媒体，新浪网登载此文出于传递更多信息之目的，并不意味着赞同其观点或证实其描述。文章内容仅供参考，不构成投资建议。投资者据此操作，风险自担。\n\n\n海量资讯、精准解读，尽在新浪财经APP\n\n责任编辑：宋雅芳","kind":"news","is_publish_news":true,"is_publish_highlight":false,"is_publish_live":false,"is_publish_wemedia":null,"editions":null,"column":"","sentiment":"2","news_tag":"dataReport","news_rank":0,"isVideo":false,"video":null,"symbols":[],"gpt_button":1,"need_auth":false,"need_login_tip":false,"code":"91000000","status":"200"},"commentList":[],"isCommentEnd":true,"newsSizeData":{"likeSize":0,"commentSize":0,"repostSize":0,"favoriteSize":0,"likeStatus":false,"favoriteStatus":false},"APP":{"userAgent":"Mozilla/5.0 AppleWebKit/537.36 (KHTML, like Gecko; compatible; ClaudeBot/1.0; +claudebot@anthropic.com)","isDev":false,"isTTM":false,"tenantId":"TBCN","deviceId":"web-server-community-laohu8-v3","version":"4.43.1","shortVersion":"4.43.1","platform":"web","vendor":"web","appName":"laohu8","isIOS":false,"isAndroid":false,"isTiger":false,"isTHS":false,"isWeiXin":false,"isWeiXinMini":false,"isWeiBo":false,"isQQ":false,"isBaiduSwan":false,"isBaiduBox":false,"isDingTalk":false,"isToutiao":false,"isOnePlus":false,"isHuaWei":false,"isXiaomi":false,"isXiaomiWebView":false,"isOppo":false,"isVivo":false,"isSamsung":false,"isMobile":false},"href":"/m/news/2640702439","isCrawlerRequest":true}