GPU、交换机概念单边走高，寒武纪股价逼近历史新高，芯片ETF（512760）涨2.2%，成交额超1.8亿元

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GPU、交换机概念单边走高，寒武纪股价逼近历史新高，士兰微、纳芯微、斯达半导、思瑞浦等多股上涨，芯片ETF涨2.2%，成交额超1.8亿元。国金证券表示，23H2中国半导体设备销售额明显回暖，反映出半导体设备旺盛需求。竞争格局较为集中，随先进制程产品逐步成熟以及先进制程持续扩产，国产替代空间辽阔。制程逐渐突破，带动设备投入增加。光刻机陆续到货，下游需求持续回暖，看好国内晶圆厂后续下单扩产。没有股票...

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