科技分析师Jukan：力挺中国半导体国产替代，点名看好两只股票

格隆汇06-28 13:41

Citrini Research分析师Jukan在X平台发文，分享其对2026年下半年潜在投资机会。

他认为，机会很可能集中在中国半导体本土化(国产替代)的概念股上。

Jukan透露近期与中国卖方分析师会面时获悉，长鑫存储上市后的市值预期可能至少达到5万亿元。

他强调，多数西方投资者目前严重低估了中国国内围绕长鑫存储的投资狂热。

虽然5万亿的数字惊人，但他认为在当前的国产替代背景下“并非完全不合理”。

Jukan预计，长鑫存储上市募集的大部分资金以及围猎该项目的国内资本，后续将大幅流入并推高中国半导体本土化供应链股，并点名看好盛美上海(ACMR)与北方华创(NAURA)的前景。

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。

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