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半導體板塊繼續拉昇 芯片ETF(159995)漲超3%
格隆匯10月15日丨半導體板塊繼續拉昇,上海貝嶺、新潔能漲停,力芯微大漲近13%,士蘭微漲近8%,立昂微、瑞芯微、兆易創新等紛紛跟漲。匯聚了芯片各細分產業鏈龍頭的芯片ETF(159995)大漲超3%,成交額3.71億元。國海證券認為國產替代是驅動國內半導體行業長期成長的主要因素,當前業績兑現能力是決定後續板塊走勢的關鍵,科技創新週期+國產替代決定國內半導體板塊長期投資價值,半導體板塊仍將是未來3-5年國內科技投資主線。

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