芯片这是继白酒和新能源之后最好的赛道了，规模够大，公司够多，业绩够好，符合国家政策。这两天芯片板块是逆势上涨的，中芯国际突然暴涨超过十个点，这是一种信号，从崩盘股里面出来的钱能去哪？还不是在市场打转，能买啥？想通了这些就知道方向了。对了，跟着政策的方向永远不会错。
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