市场做多情绪全面升温，聚焦科技链中轮动补涨机会_老虎社区_美港股上老虎

市场做多情绪全面升温，聚焦科技链中轮动补涨机会

中金财经05-12

导读：①科技板块成赚钱主线，半导体芯片全线走强，存储、算力芯片高景气延续至 2027 年，产业链量价齐升；②半导体设备、材料、先进封装同步爆发，行业高景气扩张，国产替代空间广阔；③算力硬件持续走强，资金风格切换，从大盘权重向板块中小市值标的扩散。　　昨日市场震荡上行，沪指站上4200点，科创50指数盘中刷新历史新高，两市成交额突破3.5万亿，整体呈现价量齐升的走势，不过结构性分化依旧明显，...

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。

暂无评论

热议股票

7x24

全部

{"i18n":{"language":"zh_CN"},"data":{"share":"https://www.laohu8.com/m/news/2634252923?lang=zh_CN&edition=full","thumbnail":"","is_english":false,"pubTime":"2026-05-12 09:25","share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","id":"2634252923","market":"fut","top_or_hot":-1,"title":"市场做多情绪全面升温，聚焦科技链中轮动补涨机会","media":"中金财经","content":"<div>\n<p>导读：①科技板块成赚钱主线，半导体芯片全线走强，存储、算力芯片高景气延续至 2027 年，产业链量价齐升；②半导体设备、材料、先进封装同步爆发，行业高景气扩张，国产替代空间广阔；③算力硬件持续走强，资金风格切换，从大盘权重向板块中小市值标的扩散。\n\r\n　　昨日市场震荡上行，沪指站上4200点，科创50指数盘中刷新历史新高，两市成交额突破3.5万亿，整体呈现价量齐升的走势，不过结构性分化依旧明显，...</p>\n\n<a href=\"http://sc.stock.cnfol.com/zldongxiang/20260512/32216874.shtml\">网页链接</a>\n\n</div>\n","source":"zhongjincaijing_highlight","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>市场做多情绪全面升温，聚焦科技链中轮动补涨机会</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\">\n市场做多情绪全面升温，聚焦科技链中轮动补涨机会\n</h2>\n\n<h4 class=\"meta\">\n\n\n2026-05-12 09:25 北京时间&nbsp;&nbsp;&nbsp;<a href=http://sc.stock.cnfol.com/zldongxiang/20260512/32216874.shtml><strong>中金财经</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>导读：①科技板块成赚钱主线，半导体芯片全线走强，存储、算力芯片高景气延续至 2027 年，产业链量价齐升；②半导体设备、材料、先进封装同步爆发，行业高景气扩张，国产替代空间广阔；③算力硬件持续走强，资金风格切换，从大盘权重向板块中小市值标的扩散。\n\r\n　　昨日市场震荡上行，沪指站上4200点，科创50指数盘中刷新历史新高，两市成交额突破3.5万亿，整体呈现价量齐升的走势，不过结构性分化依旧明显，...</p>\n\n<a href=\"http://sc.stock.cnfol.com/zldongxiang/20260512/32216874.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":"300935","symbol_name":"盈建科","start_time":0,"source_url":"http://sc.stock.cnfol.com/zldongxiang/20260512/32216874.shtml","article_id":"2634252923","we_media_id":null,"thumbnails":[],"rights":null,"url":"https://stock-news.laohu8.com/highlight/detail?id=2634252923","pubTimestamp":1778549119,"columns":[],"sourceInfo":{"source_id":"zhongjincaijing_highlight","name":"中金在线"},"weMediaInfo":null,"summary":"导读：①科技板块成赚钱主线，半导体芯片全线走强，存储、算力芯片高景气延续至2027年，产业链量价齐升；②半导体设备、材料、先进封装同步爆发，行业高景气扩张，国产替代空间广阔；③算力硬件持续走强，资金风格切换，从大盘权重向板块中小市值标的扩散。　　总体而言，当前市场短线风险偏好持续抬升，做多情绪正向整个科技成长赛道全面蔓延。","collect":0,"end_time":0,"defaultTopTitle":"cnfol.com","property":[],"viewcount":null,"language":"zh","relate_stocks":{"300302":"同有科技","300308":"中际旭创","300604":"长川科技","300935":"盈建科","301308":"江波龙","600584":"长电科技","603738":"泰晶科技","605006":"山东玻纤","688008":"澜起科技","688146":"中船特气","688766":"普冉股份","BK4535":"淡马锡持仓","BK4588":"碎股","VGT":"信息技术ETF-Vanguard","06809":"澜起科技","002491":"通鼎互联","CHAT":"ROUNDHILL GENERATIVE AI & TECHNOLOGY ETF","BK4585":"ETF&股票定投概念","002552":"宝鼎科技","TSM":"台积电"},"translate_title":"The sentiment of doing more in the market is heating up in an all-round way, focusing on the opportunity of rotational compensation growth in the technology chain","themeId":null,"isJumpTheme":false,"ttsUrl":"https://static.tigerbbs.com/83076d69e5f0e99f33ba63d94441a1f5","symbols_score_info":{"300302":1.87,"300308":1.92,"300604":1.87,"300935":1.87,"301308":1.86,"600584":1.87,"603738":1.87,"605006":1.87,"688008":1.86,"688146":1.87,"688766":1.87,"002552":1.87,"VGT":0.69,"002491":1.87,"CHAT":0.63,"06809":1.86,"TSM":1.81},"content_text":"导读：①科技板块成赚钱主线，半导体芯片全线走强，存储、算力芯片高景气延续至 2027 年，产业链量价齐升；②半导体设备、材料、先进封装同步爆发，行业高景气扩张，国产替代空间广阔；③算力硬件持续走强，资金风格切换，从大盘权重向板块中小市值标的扩散。\n\r\n　　昨日市场震荡上行，沪指站上4200点，科创50指数盘中刷新历史新高，两市成交额突破3.5万亿，整体呈现价量齐升的走势，不过结构性分化依旧明显，赚钱效应多集中在半导体与算力硬件为代表的科技板块之中。\n\r\n　　半导体芯片延续强势，存储和算力芯片等细分领域持续爆发，同有科技、普冉股份等涨停，澜起科技、江波龙等涨超10%。存储行业景气度维持高位，供不应求态势预计持续至2027年；算力芯片步入新产品上量周期，行业迈入商业回报期，叠加全球AI技术演进带来的存储需求广度延伸，共同驱动半导体产业链量价齐升。\n\r\n　　半导体设备、材料，先进封装等细分同样表现活跃，长川科技、长电科技、中船特气、兴福电子等涨停。先进封装已成为半导体性能提升的核心路径，AI/HPC 需求爆发驱动行业进入高景气扩张期。据 Yole 数据，2025 年全球市场规模约 531 亿美元，2030 年有望达 794 亿美元，年复合增速约 8.4%。当前 2.5D/3D、混合键合等技术加速渗透，高端产能持续紧缺，台积电 CoWoS 市占率超 85%，产能扩张滞后于需求增长。设备与材料环节瓶颈凸显，硅中介层、高端载板、热管理材料及专用设备国产化空间广阔。\n\r\n　　算力硬件反复活跃，龙头中际旭创再创新高，龙头中际旭创涨超6%续创新高，山东玻纤8天5板、泰晶科技6天4板，通鼎互联、宝鼎科技3连板，可以看到近期走强标的多聚焦产业链上游材料环节；资金炒作风格亦发生明显切换，不再单一抱团大盘核心权重，逐步向板块内中后排小市值标的进行扩散挖掘。\n\r\n　　总体而言，当前市场短线风险偏好持续抬升，做多情绪正向整个科技成长赛道全面蔓延。在核心权重未有明显走弱信号的背景下，后续可继续围绕算力硬件细分产业链，逢低布局低位补涨及细分分支轮动机会。","kind":"highlight","is_publish_news":true,"is_publish_highlight":false,"is_publish_live":false,"is_publish_wemedia":null,"editions":null,"column":"","sentiment":"0","news_tag":"","news_rank":0,"isVideo":false,"video":null,"symbols":[],"gpt_button":1,"need_auth":false,"need_login_tip":false,"code":"91000000","status":"200"},"commentList":[],"hasMoreComments":false,"newsSizeData":{"likeSize":0,"commentSize":0,"repostSize":0,"favoriteSize":0,"likeStatus":false,"favoriteStatus":false},"isCrawlerRequest":true}