长鑫科技上市首日市值登顶A股，半导体设备ETF招商（561980）延续吸金势头，机构：短期波动逐步消化，看好半导体中长期业绩兑现

格隆汇07-27

7月27日，国产DRAM龙头长鑫科技正式登陆科创板，开盘涨幅超470%，总市值突破3.31万亿、跻身 A股总市值首位，截至发文涨431.64%。相关供应链震荡分化，至纯科技再度涨停，中船特气涨超6%。中微公司、北方华创、拓荆科技等多股回调，半导体设备ETF招商（561980）低开跌超1%，盘中持续溢价、或显示做多资金持续增仓。分析指出，长鑫上市引发一定资金虹吸效应，但考虑到近期科技板块提前调整...

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