半导体景气信号持续强化，算力硬件上游细分赛道轮番活跃

中金财经06-25

导读：①指数迎来反弹，但赚钱效应还是集中在科技赛道，结构性或将延续；②存储芯片内外利好共振，美光超预期财报叠加国内产线扩产，板块景气度持续上行；③AI 硬件行情向上游延伸，液冷、金刚石散热、玻璃载板等细分赛道长期成长逻辑清晰。　　昨日市场全天低开高走，最终三大指数全线收红，科技股集体回暖，半导体、AI硬件集体走强，但全市场仍有超4000股下跌，科技权重与小微盘个股的跷跷板效应仍在延续。　　...

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