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。
受中芯国际接单华为 40nm oled DDIC 消息刺激,国产 40nm,全国产?? 老实说最近公司 50nm 产品,是中芯生产的,基本没什么制程类问题!算是很成功!加油中国半导体!也利好后段测试,设备厂商!$精测电子(300567.SZ) $联得装备(300545.SZ)
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