科技行情沿产业链向上游扩散，短线冲高同时留意兑现风险

中金财经06-22

导读：①节前市场结构性分化，科创、创业板大幅走强，科技主线量能抬升存冲高动力，但连续上涨后短线获利盘积压，谨防震荡回调；②半导体板块持续领涨，全球晶圆设备市场空间持续扩容，叠加政策与本土扩产，设备国产替代进入业绩兑现期，中长期逻辑扎实；③低位细分迎来补涨机遇，磷化铟、玻璃基板、金刚石散热等上游材料赛道逐步受到资金追捧。　　节前最后一个交易日延续结构性分化，科技股延续强势，创业板指涨超2%，科...

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