科创芯片ETF（588200）回调1%，寒武纪领跌

每经网2023-11-24

A股三大指数集体低开，科创芯片 ETF（588200）走弱，盘中跌超1%，热门个股源杰科技、寒武纪、希荻微、华兴源创等跌幅居前。消息面上并无明显利空。基本面来看，目前半导体行业呈现周期性成长，本轮周期下行已接近2年，目前芯片半导体行业处于下行底部区域。随着AI算力催化需求扩张、半导体行业国产化加速，叠加供给端主动去库存将进入尾声等因素，后续或将进入新一轮上行周期。投芯片，选...

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